Interact to see
Advertisement
Advertisement
BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$42.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
BREFX vs DFREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. DFREX commentary
Sep 09, 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 StrongBuy and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. BREFX (2.24B). DFREX pays higher dividends than BREFX: DFREX (2.52) vs BREFX (0.15). 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 annual gain was more profitable for investors over the last year : 13.62 vs. DFREX (-2.46). BREFX return over 5 years is better than : 34.77 vs. DFREX (28.56).
| 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 | 8.331 | 2.867 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 6.91B | 32% |
| Annual Yield % from dividends | 0.15 | 2.52 | 6% |
| Returns for 1 year | 13.62 | -2.46 | -553% |
| Returns for 3 years | 36.38 | 2.42 | 1,502% |
| Returns for 5 years | 34.77 | 28.56 | 122% |
| Returns for 10 years | 69.58 | 79.48 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement