BREFX
Price
$38.49
Change
+$0.28 (+0.73%)
Updated
Jul 2 closing price
Net Assets
2.06B
DFREX
Price
$41.15
Change
+$0.05 (+0.12%)
Updated
Jul 3 closing price
Net Assets
6.93B
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BREFX vs DFREX

Header iconBREFX vs DFREX Comparison
Open Charts BREFX vs DFREXBanner chart's image
Baron Real Estate Retail
Price$38.49
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.93B
BREFX vs DFREX Comparison Chart in %
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BREFX vs. DFREX commentary
Jul 04, 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.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.93B vs. BREFX (2.06B). 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 : 14.30 vs. DFREX (10.70). BREFX return over 5 years is better than : 40.33 vs. DFREX (30.22).
BREFXDFREXBREFX / DFREX
Total Expense Ratio1.310.18728%
Annual Report Gross Expense Ratio1.310.20655%
Fund Existence16 years33 years-
Gain YTD-1.0292.767-37%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B6.93B30%
Annual Yield % from dividends0.172.567%
Returns for 1 year14.3010.70134%
Returns for 3 years32.885.81565%
Returns for 5 years40.3330.22133%
Returns for 10 years47.3073.4064%
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