BREFX
Price
$40.21
Change
+$0.34 (+0.85%)
Updated
Jul 25 closing price
Net Assets
2.13B
VGSIX
Price
$30.49
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
63.79B
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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$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 %
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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.

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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.
BREFXVGSIXBREFX / VGSIX
Total Expense Ratio1.310.27485%
Annual Report Gross Expense Ratio1.310.27485%
Fund Existence16 years29 years-
Gain YTD3.3944.92069%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B63.8B3%
Annual Yield % from dividends0.173.754%
Returns for 1 year11.598.10143%
Returns for 3 years34.609.41368%
Returns for 5 years41.1041.03100%
Returns for 10 years54.8963.2787%
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