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BRIFX vs VGSIX
BRIFX vs VGSIX Comparison
Open Charts BRIFX vs VGSIX
Baron Real Estate Income Retail
Price$16.42
Change+$0.18 (+1.11%)
VolumeN/A
Net Assets239.79M
Vanguard Real Estate Index Investor
Price$29.97
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets63.79B
BRIFX vs VGSIX Comparison Chart in %
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BRIFX vs. VGSIX commentary
Aug 06, 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 BRIFX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. BRIFX (240M). VGSIX pays higher dividends than BRIFX: VGSIX (3.74) vs BRIFX (1.39). BRIFX was incepted earlier than VGSIX: BRIFX (8 years) vs VGSIX (29 years). BRIFX (1.27) is less costly to investors than VGSIX (0.27). BRIFX is a more actively managed with annual turnover of: 131.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than BRIFX: VGSIX (0) vs BRIFX (2000). BRIFX annual gain was more profitable for investors over the last year : 10.58 vs. VGSIX (1.11). BRIFX return over 5 years is better than : 42.46 vs. VGSIX (31.70).
| BRIFX | VGSIX | BRIFX / VGSIX | |
| Total Expense Ratio | 1.05 | 0.27 | 389% |
| Annual Report Gross Expense Ratio | 1.27 | 0.27 | 470% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | -1.214 | 1.719 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 63.8B | 0% |
| Annual Yield % from dividends | 1.39 | 3.74 | 37% |
| Returns for 1 year | 10.58 | 1.11 | 957% |
| Returns for 3 years | 13.87 | 3.25 | 427% |
| Returns for 5 years | 42.46 | 31.70 | 134% |
| Returns for 10 years | N/A | 57.33 | - |
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