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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$36.76
Change+$0.40 (+1.10%)
VolumeN/A
Net Assets2.22B
Vanguard Real Estate Index Institutional
Price$19.99
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets67.79B
BREFX vs VGSNX Comparison Chart
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BREFX vs. VGSNX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BREFX is a Hold and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 67.8B vs. BREFX (2.23B). VGSNX pays higher dividends than BREFX: VGSNX (4.03) vs BREFX (0.17). BREFX was incepted earlier than VGSNX: BREFX (15 years) vs VGSNX (21 years). BREFX (1.31) is less costly to investors than VGSNX (0.11). BREFX is a more actively managed with annual turnover of: 57.86 vs. VGSNX (9.00). BREFX has a lower initial minimum investment than VGSNX: BREFX (2000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 12.46 vs. BREFX (-0.06). BREFX return over 5 years is better than : 90.09 vs. VGSNX (69.82).
| BREFX | VGSNX | BREFX / VGSNX | |
| Total Expense Ratio | 1.31 | 0.11 | 1,191% |
| Annual Report Gross Expense Ratio | 1.31 | 0.11 | 1,191% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | -6.506 | 2.718 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 67.8B | 3% |
| Annual Yield % from dividends | 0.17 | 4.03 | 4% |
| Returns for 1 year | -0.06 | 12.46 | -0% |
| Returns for 3 years | 1.14 | -7.16 | -16% |
| Returns for 5 years | 90.09 | 69.82 | 129% |
| Returns for 10 years | 33.98 | 50.45 | 67% |
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