Interact to see
Advertisement
Advertisement
BREFX vs VMCPX
BREFX vs VMCPX Comparison
Open Charts BREFX vs VMCPX
Baron Real Estate Retail
Price$40.37
Change-$0.27 (-0.66%)
VolumeN/A
Net Assets2.35B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.11
Change-$4.14 (-1.03%)
VolumeN/A
Net Assets199.59B
BREFX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 200B vs. BREFX (2.35B). VMCPX pays higher dividends than BREFX: VMCPX (1.50) vs BREFX (0.01). 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 : 6.89 vs. BREFX (-1.15). VMCPX return over 5 years is better than : 47.68 vs. BREFX (22.02).
| BREFX | VMCPX | BREFX / VMCPX | |
| Total Expense Ratio | 1.31 | 0.03 | 4,367% |
| Annual Report Gross Expense Ratio | 1.31 | 0.03 | 4,367% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 4.502 | 12.781 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 200B | 1% |
| Annual Yield % from dividends | 0.01 | 1.50 | 1% |
| Returns for 1 year | -1.15 | 6.89 | -17% |
| Returns for 3 years | 40.94 | 40.89 | 100% |
| Returns for 5 years | 22.02 | 47.68 | 46% |
| Returns for 10 years | 71.72 | 156.36 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers