BREFX
Price
$35.10
Change
-$0.06 (-0.17%)
Updated
Apr 25 closing price
Net Assets
2.06B
DFREX
Price
$39.56
Change
-$0.01 (-0.03%)
Updated
Apr 25 closing price
Net Assets
6.81B
Ad is loading...

BREFX vs DFREX

Header iconBREFX vs DFREX Comparison
Open Charts BREFX vs DFREXBanner chart's image
Baron Real Estate Retail
Price$35.10
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$39.56
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.81B
BREFX vs DFREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BREFX vs. DFREX commentary
Apr 28, 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 DFREX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.81B vs. BREFX (2.06B). DFREX pays higher dividends than BREFX: DFREX (2.93) vs BREFX (0.17). BREFX was incepted earlier than DFREX: BREFX (15 years) vs DFREX (32 years). BREFX (1.31) is less costly to investors than DFREX (0.20). BREFX is a more actively managed with annual turnover of: 57.86 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BREFX: DFREX (0) vs BREFX (2000). DFREX annual gain was more profitable for investors over the last year : 13.59 vs. BREFX (2.32). BREFX return over 5 years is better than : 56.63 vs. DFREX (38.51).
BREFXDFREXBREFX / DFREX
Total Expense Ratio1.310.18728%
Annual Report Gross Expense Ratio1.310.20655%
Fund Existence15 years32 years-
Gain YTD-9.745-1.291755%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B6.81B30%
Annual Yield % from dividends0.172.936%
Returns for 1 year2.3213.5917%
Returns for 3 years3.89-11.67-33%
Returns for 5 years56.6338.51147%
Returns for 10 years30.1556.9453%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JGSVX19.010.03
+0.16%
JPMorgan Small Cap Growth R5
CIOAX17.55N/A
N/A
Calvert International Opportunities A
NSMAX29.01-0.01
-0.03%
Nuveen Small/Mid-Cap Value A
LYRIX25.27-0.08
-0.32%
Lyrical US Value Equity Institutional
GSIHX21.14-0.11
-0.52%
Goldman Sachs GQG Ptnrs Intl Opps A