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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$38.86
Change-$0.86 (-2.17%)
VolumeN/A
Net Assets2.27B
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.36 (-1.20%)
VolumeN/A
Net Assets64B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. BREFX (2.27B). VGSIX pays higher dividends than BREFX: VGSIX (3.81) vs BREFX (0.01). BREFX was incepted earlier than VGSIX: BREFX (16 years) vs VGSIX (30 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 : -0.19 vs. BREFX (-4.20). VGSIX return over 5 years is better than : 27.45 vs. BREFX (15.13).
| 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 | 30 years | - |
| Gain YTD | -0.072 | 4.426 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 64B | 4% |
| Annual Yield % from dividends | 0.01 | 3.81 | 0% |
| Returns for 1 year | -4.20 | -0.19 | 2,155% |
| Returns for 3 years | 35.52 | 17.41 | 204% |
| Returns for 5 years | 15.13 | 27.45 | 55% |
| Returns for 10 years | 56.29 | 65.43 | 86% |
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