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BREIX vs VMCPX
BREIX vs VMCPX Comparison
Open Charts BREIX vs VMCPX
Baron Real Estate Institutional
Price$41.35
Change+$0.25 (+0.61%)
VolumeN/A
Net Assets2.36B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.33
Change+$1.16 (+0.29%)
VolumeN/A
Net Assets199.59B
BREIX vs VMCPX Comparison Chart in %
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BREIX vs. VMCPX commentary
Dec 25, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 200B vs. BREIX (2.36B). VMCPX pays higher dividends than BREIX: VMCPX (1.50) vs BREIX (0.24). BREIX was incepted earlier than VMCPX: BREIX (16 years) vs VMCPX (15 years). BREIX (1.05) is less costly to investors than VMCPX (0.03). BREIX is a more actively managed with annual turnover of: 77.00 vs. VMCPX (16.00). BREIX has a lower initial minimum investment than VMCPX: BREIX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 9.55 vs. BREIX (2.96). VMCPX return over 5 years is better than : 43.61 vs. BREIX (14.85).
| BREIX | VMCPX | BREIX / VMCPX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.03 | 3,500% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 3.246 | 11.679 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 200B | 1% |
| Annual Yield % from dividends | 0.24 | 1.50 | 16% |
| Returns for 1 year | 2.96 | 9.55 | 31% |
| Returns for 3 years | 44.73 | 45.26 | 99% |
| Returns for 5 years | 14.85 | 43.61 | 34% |
| Returns for 10 years | 71.42 | 148.12 | 48% |
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