BREFX
Price
$40.95
Change
-$0.10 (-0.24%)
Updated
Jan 14 closing price
Net Assets
2.5B
VMCPX
Price
$404.85
Change
+$0.83 (+0.21%)
Updated
Jan 14 closing price
Net Assets
198.74B
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BREFX vs VMCPX

Header iconBREFX vs VMCPX Comparison
Open Charts BREFX vs VMCPXBanner chart's image
Baron Real Estate Retail
Price$40.95
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets2.5B
Vanguard Mid Cap Index InstitutionalPlus
Price$404.85
Change+$0.83 (+0.21%)
VolumeN/A
Net Assets198.74B
BREFX vs VMCPX Comparison Chart in %
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BREFX vs. VMCPX commentary
Jan 15, 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 VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BREFX (2.5B). VMCPX pays higher dividends than BREFX: VMCPX (1.53) vs BREFX (0.09). BREFX was incepted earlier than VMCPX: BREFX (16 years) vs VMCPX (15 years). BREFX (1.31) is less costly to investors than VMCPX (0.03). BREFX is a more actively managed with annual turnover of: 77.00 vs. VMCPX (16.00). BREFX has a lower initial minimum investment than VMCPX: BREFX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 12.64 vs. BREFX (7.81). VMCPX return over 5 years is better than : 42.63 vs. BREFX (14.78).
BREFXVMCPXBREFX / VMCPX
Total Expense Ratio1.310.034,367%
Annual Report Gross Expense Ratio1.310.034,367%
Fund Existence16 years15 years-
Gain YTD3.9603.407116%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B199B1%
Annual Yield % from dividends0.091.536%
Returns for 1 year7.8112.6462%
Returns for 3 years35.2640.7087%
Returns for 5 years14.7842.6335%
Returns for 10 years91.78182.4450%
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