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BRIFX vs VGSIX
BRIFX vs VGSIX Comparison
Open Charts BRIFX vs VGSIX
Baron Real Estate Income Retail
Price$16.39
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
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BRIFX vs VGSIX Comparison Chart
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BRIFX vs. VGSIX commentary
Sep 21, 2024
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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. BRIFX (162M). VGSIX pays higher dividends than BRIFX: VGSIX (3.85) vs BRIFX (1.74). BRIFX was incepted earlier than VGSIX: BRIFX (7 years) vs VGSIX (28 years). BRIFX is a more actively managed with annual turnover of: 109.95 vs. VGSIX (9.00). BRIFX has a lower initial minimum investment than VGSIX: BRIFX (2000) vs VGSIX (3000). BRIFX annual gain was more profitable for investors over the last year : 28.83 vs. VGSIX (26.74). BRIFX return over 5 years is better than : 58.20 vs. VGSIX (25.87).
| BRIFX | VGSIX | BRIFX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 15.196 | 13.362 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 70.5B | 0% |
| Annual Yield % from dividends | 1.74 | 3.85 | 45% |
| Returns for 1 year | 28.83 | 26.74 | 108% |
| Returns for 3 years | 4.78 | 3.19 | 150% |
| Returns for 5 years | 58.20 | 25.87 | 225% |
| Returns for 10 years | N/A | 84.00 | - |