Interact to see
Advertisement
Advertisement
BREIX vs VIMSX
BREIX vs VIMSX Comparison
Open Charts BREIX vs VIMSX
Baron Real Estate Institutional
Price$41.59
Change-$0.13 (-0.31%)
VolumeN/A
Net Assets2.35B
Vanguard Mid Cap Index Investor
Price$79.77
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets198.55B
BREIX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREIX vs. VIMSX commentary
Dec 04, 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 BREIX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BREIX (2.35B). VIMSX pays higher dividends than BREIX: VIMSX (1.37) vs BREIX (0.24). BREIX was incepted earlier than VIMSX: BREIX (16 years) vs VIMSX (28 years). BREIX (1.05) is less costly to investors than VIMSX (0.17). BREIX is a more actively managed with annual turnover of: 77.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than BREIX: VIMSX (3000) vs BREIX (1000000). VIMSX annual gain was more profitable for investors over the last year : 2.45 vs. BREIX (-3.05). VIMSX return over 5 years is better than : 44.85 vs. BREIX (24.12).
| BREIX | VIMSX | BREIX / VIMSX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 4.147 | 9.959 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 199B | 1% |
| Annual Yield % from dividends | 0.24 | 1.37 | 17% |
| Returns for 1 year | -3.05 | 2.45 | -125% |
| Returns for 3 years | 39.19 | 34.53 | 113% |
| Returns for 5 years | 24.12 | 44.85 | 54% |
| Returns for 10 years | 68.24 | 138.83 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement