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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$38.31
Change-$1.77 (-4.42%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$39.87
Change-$1.65 (-3.97%)
VolumeN/A
CapitalizationN/A
BREFX vs DFREX Comparison Chart
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BREFX vs. DFREX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.25B vs. BREFX (2.31B). 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 : 17.20 vs. DFREX (10.48). BREFX return over 5 years is better than : 55.31 vs. DFREX (18.41).
| 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 | 15.649 | 8.927 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 7.25B | 32% |
| Annual Yield % from dividends | 0.05 | 3.25 | 2% |
| Returns for 1 year | 17.20 | 10.48 | 164% |
| Returns for 3 years | 6.29 | -8.60 | -73% |
| Returns for 5 years | 55.31 | 18.41 | 300% |
| Returns for 10 years | 56.28 | 67.84 | 83% |
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