BREFX
Price
$38.70
Change
+$0.21 (+0.55%)
Updated
Jul 3 closing price
Net Assets
2.06B
VGSIX
Price
$29.93
Change
+$0.05 (+0.17%)
Updated
Jul 3 closing price
Net Assets
63.57B
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BREFX vs VGSIX

Header iconBREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIXBanner chart's image
Baron Real Estate Retail
Price$38.70
Change+$0.21 (+0.55%)
VolumeN/A
Net Assets2.06B
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Jul 07, 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 Buy and VGSIX is a Hold.

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FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. BREFX (2.06B). VGSIX pays higher dividends than BREFX: VGSIX (3.75) vs BREFX (0.17). 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). BREFX has a lower initial minimum investment than VGSIX: BREFX (2000) vs VGSIX (3000). BREFX annual gain was more profitable for investors over the last year : 14.92 vs. VGSIX (12.01). BREFX return over 5 years is better than : 41.09 vs. VGSIX (35.11).
BREFXVGSIXBREFX / VGSIX
Total Expense Ratio1.310.27485%
Annual Report Gross Expense Ratio1.310.27485%
Fund Existence16 years29 years-
Gain YTD-0.4892.993-16%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B63.6B3%
Annual Yield % from dividends0.173.754%
Returns for 1 year14.9212.01124%
Returns for 3 years33.619.66348%
Returns for 5 years41.0935.11117%
Returns for 10 years48.1063.8075%
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