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BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$40.50
Change+$0.35 (+0.87%)
VolumeN/A
Net Assets2.36B
Vanguard Real Estate Index Investor
Price$30.26
Change+$0.29 (+0.97%)
VolumeN/A
Net Assets65.73B
BREFX vs VGSIX Comparison Chart in %
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BREFX vs. VGSIX commentary
Sep 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. BREFX (2.36B). VGSIX pays higher dividends than BREFX: VGSIX (3.62) vs BREFX (0.15). 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). BREFX annual gain was more profitable for investors over the last year : 0.97 vs. VGSIX (-2.13). VGSIX return over 5 years is better than : 41.03 vs. BREFX (29.94).
| 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 | 3.248 | 5.086 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 65.7B | 4% |
| Annual Yield % from dividends | 0.15 | 3.62 | 4% |
| Returns for 1 year | 0.97 | -2.13 | -46% |
| Returns for 3 years | 52.90 | 28.41 | 186% |
| Returns for 5 years | 29.94 | 41.03 | 73% |
| Returns for 10 years | 74.66 | 69.69 | 107% |
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