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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$39.41
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets2.15B
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
BREFX vs DFREX Comparison Chart
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BREFX vs. DFREX commentary
Jan 19, 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: 7.04B vs. BREFX (2.16B). DFREX pays higher dividends than BREFX: DFREX (3.25) vs BREFX (0.05). BREFX was incepted earlier than DFREX: BREFX (15 years) vs DFREX (32 years). BREFX is a more actively managed with annual turnover of: 57.86 vs. DFREX (3.00). DFREX has a lower initial minimum investment than BREFX: DFREX (0) vs BREFX (2000). BREFX annual gain was more profitable for investors over the last year : 16.96 vs. DFREX (10.13). BREFX return over 5 years is better than : 46.45 vs. DFREX (10.47).
| BREFX | DFREX | BREFX / DFREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.337 | 0.249 | 538% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 7.04B | 31% |
| Annual Yield % from dividends | 0.05 | 3.25 | 2% |
| Returns for 1 year | 16.96 | 10.13 | 167% |
| Returns for 3 years | 6.26 | -9.43 | -66% |
| Returns for 5 years | 46.45 | 10.47 | 444% |
| Returns for 10 years | 53.88 | 52.05 | 104% |
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