Interact to see
Advertisement
Advertisement
BREFX vs VGSIX
BREFX vs VGSIX Comparison
Open Charts BREFX vs VGSIX
Baron Real Estate Retail
Price$40.21
Change+$0.34 (+0.85%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate Index Investor
Price$30.49
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets63.79B
BREFX vs VGSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. VGSIX commentary
Jul 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. BREFX (2.13B). 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). 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 : 11.59 vs. VGSIX (8.10). BREFX (41.10) and VGSIX (41.03) have equivalent 5 years return.
| 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 | 3.394 | 4.920 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 63.8B | 3% |
| Annual Yield % from dividends | 0.17 | 3.75 | 4% |
| Returns for 1 year | 11.59 | 8.10 | 143% |
| Returns for 3 years | 34.60 | 9.41 | 368% |
| Returns for 5 years | 41.10 | 41.03 | 100% |
| Returns for 10 years | 54.89 | 63.27 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| APCB | 29.40 | 0.02 | +0.07% |
| ActivePassive Core Bond ETF | |||
| XTR | 29.03 | N/A | N/A |
| Global X S&P 500® Tail Risk ETF | |||
| BIB | 52.55 | -0.07 | -0.14% |
| ProShares Ultra Nasdaq Biotechnology | |||
| FICS | 39.48 | -0.15 | -0.38% |
| First Trust Intl Developed Cap Strth ETF | |||
| IJR | 112.91 | -1.24 | -1.09% |
| iShares Core S&P Small-Cap ETF | |||