BREFX
Price
$40.21
Change
+$0.34 (+0.85%)
Updated
Jul 25 closing price
Net Assets
2.13B
VGSNX
Price
$20.13
Change
+$0.01 (+0.05%)
Updated
Jul 25 closing price
Net Assets
63.79B
Interact to see
Advertisement

BREFX vs VGSNX

Header iconBREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNXBanner chart's image
Baron Real Estate Retail
Price$40.21
Change+$0.34 (+0.85%)
VolumeN/A
Net Assets2.13B
Vanguard Real Estate Index Institutional
Price$20.13
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets63.79B
BREFX vs VGSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BREFX vs. VGSNX 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 VGSNX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. BREFX (2.13B). VGSNX pays higher dividends than BREFX: VGSNX (3.92) vs BREFX (0.17). 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 : 11.59 vs. VGSNX (8.28). VGSNX (42.19) and BREFX (41.10) have equivalent 5 years return.
BREFXVGSNXBREFX / VGSNX
Total Expense Ratio1.310.111,191%
Annual Report Gross Expense Ratio1.310.111,191%
Fund Existence16 years22 years-
Gain YTD3.3945.03667%
Front LoadN/AN/A-
Min. Initial Investment200050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B63.8B3%
Annual Yield % from dividends0.173.924%
Returns for 1 year11.598.28140%
Returns for 3 years34.609.98347%
Returns for 5 years41.1042.1997%
Returns for 10 years54.8965.6484%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PMYCX43.360.17
+0.39%
Putnam Core Equity Fund C
CMCMX8.720.01
+0.11%
Conestoga Discovery Investors
PGUCX15.77-0.01
-0.06%
Virtus Duff & Phelps Global Infras C
JIESX18.31-0.06
-0.33%
JPMorgan Developed International Value I
HIEMX8.23-0.06
-0.72%
Virtus SGA Emerging Markets Equity I