BREFX
Price
$40.95
Change
-$0.10 (-0.24%)
Updated
Jan 14 closing price
Net Assets
2.5B
VIMAX
Price
$371.60
Change
+$0.76 (+0.20%)
Updated
Jan 14 closing price
Net Assets
198.74B
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BREFX vs VIMAX

Header iconBREFX vs VIMAX Comparison
Open Charts BREFX vs VIMAXBanner chart's image
Baron Real Estate Retail
Price$40.95
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets2.5B
Vanguard Mid Cap Index Admiral
Price$371.60
Change+$0.76 (+0.20%)
VolumeN/A
Net Assets198.74B
BREFX vs VIMAX Comparison Chart in %
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BREFX vs. VIMAX 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 VIMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. BREFX (2.5B). VIMAX pays higher dividends than BREFX: VIMAX (1.51) vs BREFX (0.09). BREFX was incepted earlier than VIMAX: BREFX (16 years) vs VIMAX (24 years). BREFX (1.31) is less costly to investors than VIMAX (0.05). BREFX is a more actively managed with annual turnover of: 77.00 vs. VIMAX (16.00). BREFX has a lower initial minimum investment than VIMAX: BREFX (2000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 12.64 vs. BREFX (7.81). VIMAX return over 5 years is better than : 42.61 vs. BREFX (14.78).
BREFXVIMAXBREFX / VIMAX
Total Expense Ratio1.310.052,620%
Annual Report Gross Expense Ratio1.310.052,620%
Fund Existence16 years24 years-
Gain YTD3.9603.406116%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B199B1%
Annual Yield % from dividends0.091.516%
Returns for 1 year7.8112.6462%
Returns for 3 years35.2640.6887%
Returns for 5 years14.7842.6135%
Returns for 10 years91.78182.3650%
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