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BREFX vs VGSNX
BREFX vs VGSNX Comparison
Open Charts BREFX vs VGSNX
Baron Real Estate Retail
Price$39.57
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets2.31B
Vanguard Real Estate Index Institutional
Price$20.00
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets65.68B
BREFX vs VGSNX Comparison Chart in %
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BREFX vs. VGSNX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. BREFX (2.31B). VGSNX pays higher dividends than BREFX: VGSNX (3.87) vs BREFX (0.01). 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). VGSNX annual gain was more profitable for investors over the last year : -2.08 vs. BREFX (-2.77). VGSNX return over 5 years is better than : 36.96 vs. BREFX (21.42).
| 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 | 1.741 | 5.359 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 65.7B | 4% |
| Annual Yield % from dividends | 0.01 | 3.87 | 0% |
| Returns for 1 year | -2.77 | -2.08 | 133% |
| Returns for 3 years | 47.75 | 29.45 | 162% |
| Returns for 5 years | 21.42 | 36.96 | 58% |
| Returns for 10 years | 57.49 | 59.32 | 97% |
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