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BREFX vs VMCIX
BREFX vs VMCIX Comparison
Open Charts BREFX vs VMCIX
Baron Real Estate Retail
Price$40.37
Change-$0.27 (-0.66%)
VolumeN/A
Net Assets2.35B
Vanguard Mid Cap Index Institutional
Price$80.52
Change-$0.84 (-1.03%)
VolumeN/A
Net Assets199.59B
BREFX vs VMCIX Comparison Chart in %
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BREFX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 200B vs. BREFX (2.35B). VMCIX pays higher dividends than BREFX: VMCIX (1.49) vs BREFX (0.01). 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 : 6.90 vs. BREFX (-1.15). VMCIX return over 5 years is better than : 47.67 vs. BREFX (22.02).
| 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 | 4.502 | 12.776 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 200B | 1% |
| Annual Yield % from dividends | 0.01 | 1.49 | 1% |
| Returns for 1 year | -1.15 | 6.90 | -17% |
| Returns for 3 years | 40.94 | 40.90 | 100% |
| Returns for 5 years | 22.02 | 47.67 | 46% |
| Returns for 10 years | 71.72 | 156.33 | 46% |
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