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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$40.50
Change+$0.35 (+0.87%)
VolumeN/A
Net Assets2.36B
Vanguard Real Estate Index Institutional
Price$19.97
Change+$0.20 (+1.01%)
VolumeN/A
Net Assets65.73B
BREFX vs VGSNX Comparison Chart in %
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BREFX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. BREFX (2.36B). VGSNX pays higher dividends than BREFX: VGSNX (3.78) vs BREFX (0.15). BREFX was incepted earlier than VGSNX: BREFX (16 years) vs VGSNX (22 years). BREFX (1.31) is less costly to investors than VGSNX (0.11). BREFX is a more actively managed with annual turnover of: 77.00 vs. VGSNX (7.00). BREFX has a lower initial minimum investment than VGSNX: BREFX (2000) vs VGSNX (5000000). BREFX annual gain was more profitable for investors over the last year : 0.97 vs. VGSNX (-1.96). VGSNX return over 5 years is better than : 42.13 vs. BREFX (29.94).
| BREFX | VGSNX | BREFX / VGSNX | |
| Total Expense Ratio | 1.31 | 0.11 | 1,191% |
| Annual Report Gross Expense Ratio | 1.31 | 0.11 | 1,191% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 3.248 | 5.201 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 65.7B | 4% |
| Annual Yield % from dividends | 0.15 | 3.78 | 4% |
| Returns for 1 year | 0.97 | -1.96 | -50% |
| Returns for 3 years | 52.90 | 29.04 | 182% |
| Returns for 5 years | 29.94 | 42.13 | 71% |
| Returns for 10 years | 74.66 | 72.14 | 103% |
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