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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$39.37
Change-$1.13 (-2.79%)
VolumeN/A
Net Assets2.25B
Vanguard Real Estate Index Institutional
Price$20.10
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets65.71B
BREFX vs VGSNX Comparison Chart
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BREFX vs. VGSNX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. BREFX (2.25B). VGSNX pays higher dividends than BREFX: VGSNX (4.01) vs BREFX (0.05). BREFX was incepted earlier than VGSNX: BREFX (15 years) vs VGSNX (21 years). 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 : 13.31 vs. BREFX (11.71). BREFX return over 5 years is better than : 40.57 vs. VGSNX (12.13).
| BREFX | VGSNX | BREFX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 1.234 | 3.785 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 65.7B | 3% |
| Annual Yield % from dividends | 0.05 | 4.01 | 1% |
| Returns for 1 year | 11.71 | 13.31 | 88% |
| Returns for 3 years | 8.97 | 2.53 | 354% |
| Returns for 5 years | 40.57 | 12.13 | 334% |
| Returns for 10 years | 48.12 | 54.95 | 88% |
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