Interact to see
Advertisement
Advertisement
BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$35.93
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets2.04B
DFA Real Estate Securities I
Price$39.74
Change-$0.18 (-0.45%)
VolumeN/A
Net Assets6.83B
BREFX vs DFREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BREFX vs. DFREX commentary
May 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.83B vs. BREFX (2.04B). DFREX pays higher dividends than BREFX: DFREX (2.98) vs BREFX (0.18). BREFX was incepted earlier than DFREX: BREFX (15 years) vs DFREX (32 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). DFREX annual gain was more profitable for investors over the last year : 8.82 vs. BREFX (3.97). BREFX return over 5 years is better than : 42.35 vs. DFREX (37.70).
| BREFX | DFREX | BREFX / DFREX | |
| Total Expense Ratio | 1.31 | 0.18 | 728% |
| Annual Report Gross Expense Ratio | 1.31 | 0.20 | 655% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -7.380 | -0.842 | 877% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 6.83B | 30% |
| Annual Yield % from dividends | 0.18 | 2.98 | 6% |
| Returns for 1 year | 3.97 | 8.82 | 45% |
| Returns for 3 years | 18.09 | -0.01 | -199,650% |
| Returns for 5 years | 42.35 | 37.70 | 112% |
| Returns for 10 years | 34.06 | 62.00 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement