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BREFX vs VIMSX
BREFX vs VIMSX Comparison
Open Charts BREFX vs VIMSX
Baron Real Estate Retail
Price$39.41
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets2.33B
Vanguard Mid Cap Index Investor
Price$81.37
Change+$0.34 (+0.42%)
VolumeN/A
Net Assets198.74B
BREFX vs VIMSX Comparison Chart in %
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BREFX vs. VIMSX commentary
Feb 05, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BREFX (2.33B). VIMSX pays higher dividends than BREFX: VIMSX (1.37) vs BREFX (0.09). BREFX was incepted earlier than VIMSX: BREFX (16 years) vs VIMSX (28 years). BREFX (1.31) is less costly to investors than VIMSX (0.17). BREFX is a more actively managed with annual turnover of: 77.00 vs. VIMSX (16.00). BREFX has a lower initial minimum investment than VIMSX: BREFX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 8.23 vs. BREFX (-0.11). VIMSX return over 5 years is better than : 38.77 vs. BREFX (5.20).
| BREFX | VIMSX | BREFX / VIMSX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 0.051 | 2.272 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 199B | 1% |
| Annual Yield % from dividends | 0.09 | 1.37 | 7% |
| Returns for 1 year | -0.11 | 8.23 | -1% |
| Returns for 3 years | 24.09 | 33.97 | 71% |
| Returns for 5 years | 5.20 | 38.77 | 13% |
| Returns for 10 years | 95.23 | 180.15 | 53% |
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