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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$38.31
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets2.23B
DFA Real Estate Securities I
Price$40.26
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.72B
BREFX vs DFREX Comparison Chart in %
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BREFX vs. DFREX commentary
Nov 20, 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 Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. BREFX (2.23B). DFREX pays higher dividends than BREFX: DFREX (2.57) vs BREFX (0.01). BREFX was incepted earlier than DFREX: BREFX (16 years) vs DFREX (33 years). BREFX (1.31) is less costly to investors than DFREX (0.20). BREFX is a more actively managed with annual turnover of: 77.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BREFX: DFREX (0) vs BREFX (2000). BREFX (-4.43) and DFREX (-4.51) have marching annual gain over last year. DFREX return over 5 years is better than : 21.16 vs. BREFX (13.20).
| BREFX | DFREX | BREFX / DFREX | |
| Total Expense Ratio | 1.31 | 0.18 | 728% |
| Annual Report Gross Expense Ratio | 1.31 | 0.20 | 655% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -1.489 | 1.026 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 6.72B | 33% |
| Annual Yield % from dividends | 0.01 | 2.57 | 0% |
| Returns for 1 year | -4.43 | -4.51 | 98% |
| Returns for 3 years | 34.39 | 11.59 | 297% |
| Returns for 5 years | 13.20 | 21.16 | 62% |
| Returns for 10 years | 51.88 | 62.45 | 83% |
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