BREFX
Price
$40.95
Change
-$0.10 (-0.24%)
Updated
Jan 14 closing price
Net Assets
2.5B
VMCIX
Price
$82.09
Change
+$0.17 (+0.21%)
Updated
Jan 14 closing price
Net Assets
198.74B
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BREFX vs VMCIX

Header iconBREFX vs VMCIX Comparison
Open Charts BREFX vs VMCIXBanner chart's image
Baron Real Estate Retail
Price$40.95
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets2.5B
Vanguard Mid Cap Index Institutional
Price$82.09
Change+$0.17 (+0.21%)
VolumeN/A
Net Assets198.74B
BREFX vs VMCIX Comparison Chart in %
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BREFX vs. VMCIX 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 VMCIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BREFX (2.5B). VMCIX pays higher dividends than BREFX: VMCIX (1.52) vs BREFX (0.09). BREFX was incepted earlier than VMCIX: BREFX (16 years) vs VMCIX (28 years). BREFX (1.31) is less costly to investors than VMCIX (0.04). BREFX is a more actively managed with annual turnover of: 77.00 vs. VMCIX (16.00). BREFX has a lower initial minimum investment than VMCIX: BREFX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 12.63 vs. BREFX (7.81). VMCIX return over 5 years is better than : 42.62 vs. BREFX (14.78).
BREFXVMCIXBREFX / VMCIX
Total Expense Ratio1.310.043,275%
Annual Report Gross Expense Ratio1.310.043,275%
Fund Existence16 years28 years-
Gain YTD3.9603.414116%
Front LoadN/AN/A-
Min. Initial Investment200050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B199B1%
Annual Yield % from dividends0.091.526%
Returns for 1 year7.8112.6362%
Returns for 3 years35.2640.6987%
Returns for 5 years14.7842.6235%
Returns for 10 years91.78182.3950%
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