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BREFX vs VIMSX
BREFX vs VIMSX Comparison
Open Charts BREFX vs VIMSX
Baron Real Estate Retail
Price$40.37
Change-$0.27 (-0.66%)
VolumeN/A
Net Assets2.35B
Vanguard Mid Cap Index Investor
Price$80.35
Change-$0.83 (-1.02%)
VolumeN/A
Net Assets199.59B
BREFX vs VIMSX Comparison Chart in %
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BREFX vs. VIMSX commentary
Dec 14, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. BREFX (2.35B). VIMSX pays higher dividends than BREFX: VIMSX (1.37) vs BREFX (0.01). 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 : 6.88 vs. BREFX (-1.15). VIMSX return over 5 years is better than : 47.55 vs. BREFX (22.02).
| 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 | 4.502 | 12.736 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 200B | 1% |
| Annual Yield % from dividends | 0.01 | 1.37 | 1% |
| Returns for 1 year | -1.15 | 6.88 | -17% |
| Returns for 3 years | 40.94 | 40.80 | 100% |
| Returns for 5 years | 22.02 | 47.55 | 46% |
| Returns for 10 years | 71.72 | 155.92 | 46% |
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