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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$39.37
Change-$1.13 (-2.79%)
VolumeN/A
Net Assets2.25B
DFA Real Estate Securities I
Price$41.21
Change-$0.29 (-0.70%)
VolumeN/A
Net Assets7.17B
BREFX vs DFREX Comparison Chart
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BREFX vs. DFREX commentary
Feb 23, 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 Hold and DFREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B vs. BREFX (2.25B). 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). DFREX (12.08) and BREFX (11.71) have marching annual gain over last year. BREFX return over 5 years is better than : 40.57 vs. DFREX (7.19).
| 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 | 1.234 | 2.461 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 7.17B | 31% |
| Annual Yield % from dividends | 0.05 | 3.25 | 2% |
| Returns for 1 year | 11.71 | 12.08 | 97% |
| Returns for 3 years | 8.97 | -0.81 | -1,109% |
| Returns for 5 years | 40.57 | 7.19 | 564% |
| Returns for 10 years | 48.12 | 61.41 | 78% |
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