Interact to see
Advertisement
Advertisement
BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$40.62
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets2.24B
DFA Real Estate Securities I
Price$40.29
Change+$0.22 (+0.55%)
VolumeN/A
Net Assets6.7B
BREFX vs DFREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. DFREX commentary
Aug 16, 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.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.7B vs. BREFX (2.24B). DFREX pays higher dividends than BREFX: DFREX (2.60) vs BREFX (0.16). 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 : 11.83 vs. DFREX (-0.74). BREFX return over 5 years is better than : 30.94 vs. DFREX (26.62).
| 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 | 4.448 | 0.619 | 719% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 6.7B | 33% |
| Annual Yield % from dividends | 0.16 | 2.60 | 6% |
| Returns for 1 year | 11.83 | -0.74 | -1,604% |
| Returns for 3 years | 24.88 | -5.57 | -446% |
| Returns for 5 years | 30.94 | 26.62 | 116% |
| Returns for 10 years | 54.63 | 60.57 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HRCCX | 31.46 | N/A | N/A |
| Carillon ClariVest Capital Apprec C | |||
| CSDGX | 15.75 | N/A | N/A |
| Copeland SMID Cap Dividend Growth A | |||
| POSIX | 9.66 | N/A | N/A |
| Principal Global Real Estate Sec Instl | |||
| ITHTX | 57.91 | N/A | N/A |
| Hartford Capital Appreciation R5 | |||
| LSVFX | 11.52 | N/A | N/A |
| LSV Global Managed Volatility Instl | |||