BREFX
Price
$40.95
Change
-$0.10 (-0.24%)
Updated
Jan 14 closing price
Net Assets
2.5B
VEMPX
Price
$411.08
Change
+$0.66 (+0.16%)
Updated
Jan 14 closing price
Net Assets
82.12B
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BREFX vs VEMPX

Header iconBREFX vs VEMPX Comparison
Open Charts BREFX vs VEMPXBanner chart's image
Baron Real Estate Retail
Price$40.95
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets2.5B
Vanguard Extended Market Index InstlPlus
Price$411.08
Change+$0.66 (+0.16%)
VolumeN/A
Net Assets82.12B
BREFX vs VEMPX Comparison Chart in %
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BREFX vs. VEMPX commentary
Jan 16, 2026

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 VEMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 82.1B vs. BREFX (2.5B). VEMPX pays higher dividends than BREFX: VEMPX (1.15) vs BREFX (0.09). BREFX was incepted earlier than VEMPX: BREFX (16 years) vs VEMPX (15 years). BREFX (1.31) is less costly to investors than VEMPX (0.04). BREFX is a more actively managed with annual turnover of: 77.00 vs. VEMPX (11.00). BREFX has a lower initial minimum investment than VEMPX: BREFX (2000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 15.02 vs. BREFX (7.81). VEMPX return over 5 years is better than : 28.47 vs. BREFX (14.78).
BREFXVEMPXBREFX / VEMPX
Total Expense Ratio1.310.043,275%
Annual Report Gross Expense Ratio1.310.043,275%
Fund Existence16 years15 years-
Gain YTD3.9605.02579%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B82.1B3%
Annual Yield % from dividends0.091.158%
Returns for 1 year7.8115.0252%
Returns for 3 years35.2656.0463%
Returns for 5 years14.7828.4752%
Returns for 10 years91.78205.1545%
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