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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$39.57
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets2.31B
Vanguard Real Estate Index Investor
Price$30.30
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets65.68B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Oct 19, 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 VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BREFX (2.31B). VGSIX pays higher dividends than BREFX: VGSIX (3.71) vs BREFX (0.01). BREFX was incepted earlier than VGSIX: BREFX (16 years) vs VGSIX (29 years). BREFX (1.31) is less costly to investors than VGSIX (0.27). BREFX is a more actively managed with annual turnover of: 77.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than BREFX: VGSIX (0) vs BREFX (2000). VGSIX annual gain was more profitable for investors over the last year : -2.24 vs. BREFX (-2.77). VGSIX return over 5 years is better than : 35.79 vs. BREFX (21.42).
| BREFX | VGSIX | BREFX / VGSIX | |
| Total Expense Ratio | 1.31 | 0.27 | 485% |
| Annual Report Gross Expense Ratio | 1.31 | 0.27 | 485% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 1.741 | 5.225 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 65.7B | 4% |
| Annual Yield % from dividends | 0.01 | 3.71 | 0% |
| Returns for 1 year | -2.77 | -2.24 | 124% |
| Returns for 3 years | 47.75 | 28.83 | 166% |
| Returns for 5 years | 21.42 | 35.79 | 60% |
| Returns for 10 years | 57.49 | 57.04 | 101% |
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