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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$39.74
Change-$0.57 (-1.41%)
VolumeN/A
Net Assets2.35B
DFA Real Estate Securities I
Price$40.92
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets6.78B
BREFX vs DFREX Comparison Chart in %
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BREFX vs. DFREX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.78B vs. BREFX (2.35B). DFREX pays higher dividends than BREFX: DFREX (2.51) vs BREFX (0.01). 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 : 0.51 vs. DFREX (-2.47). DFREX return over 5 years is better than : 25.19 vs. BREFX (21.27).
| 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 | 2.181 | 2.682 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 6.78B | 35% |
| Annual Yield % from dividends | 0.01 | 2.51 | 0% |
| Returns for 1 year | 0.51 | -2.47 | -21% |
| Returns for 3 years | 49.05 | 25.21 | 195% |
| Returns for 5 years | 21.27 | 25.19 | 84% |
| Returns for 10 years | 59.18 | 65.57 | 90% |
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