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BREFX vs VMCIX
BREFX vs VMCIX Comparison
Open Charts BREFX vs VMCIX
Baron Real Estate Retail
Price$39.41
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets2.33B
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
BREFX vs VMCIX Comparison Chart in %
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BREFX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BREFX (2.33B). VMCIX pays higher dividends than BREFX: VMCIX (1.49) 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 : 8.25 vs. BREFX (-0.11). VMCIX return over 5 years is better than : 38.88 vs. BREFX (5.20).
| BREFX | VMCIX | BREFX / VMCIX | |
| Total Expense Ratio | 1.31 | 0.04 | 3,275% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,275% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 0.051 | 2.293 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 199B | 1% |
| Annual Yield % from dividends | 0.09 | 1.49 | 6% |
| Returns for 1 year | -0.11 | 8.25 | -1% |
| Returns for 3 years | 24.09 | 34.06 | 71% |
| Returns for 5 years | 5.20 | 38.88 | 13% |
| Returns for 10 years | 95.23 | 180.65 | 53% |
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