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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$40.21
Change+$0.34 (+0.85%)
VolumeN/A
Net Assets2.13B
DFA Real Estate Securities I
Price$41.64
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets7B
BREFX vs DFREX Comparison Chart in %
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BREFX vs. DFREX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7B vs. BREFX (2.13B). DFREX pays higher dividends than BREFX: DFREX (2.56) vs BREFX (0.17). 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 : 11.59 vs. DFREX (6.99). BREFX return over 5 years is better than : 41.10 vs. DFREX (35.61).
| 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 | 3.394 | 3.991 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 7B | 30% |
| Annual Yield % from dividends | 0.17 | 2.56 | 7% |
| Returns for 1 year | 11.59 | 6.99 | 166% |
| Returns for 3 years | 34.60 | 4.90 | 706% |
| Returns for 5 years | 41.10 | 35.61 | 115% |
| Returns for 10 years | 54.89 | 71.51 | 77% |
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