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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$36.76
Change+$0.40 (+1.10%)
VolumeN/A
Net Assets2.22B
DFA Real Estate Securities I
Price$41.24
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets7.1B
BREFX vs DFREX Comparison Chart
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BREFX vs. DFREX commentary
Apr 03, 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: 7.1B vs. BREFX (2.23B). DFREX pays higher dividends than BREFX: DFREX (2.93) vs BREFX (0.17). 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: 57.86 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 : 13.32 vs. BREFX (-0.06). BREFX return over 5 years is better than : 90.09 vs. DFREX (62.40).
| 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 | -6.506 | 2.901 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 7.1B | 31% |
| Annual Yield % from dividends | 0.17 | 2.93 | 6% |
| Returns for 1 year | -0.06 | 13.32 | -0% |
| Returns for 3 years | 1.14 | -9.89 | -12% |
| Returns for 5 years | 90.09 | 62.40 | 144% |
| Returns for 10 years | 33.98 | 58.81 | 58% |
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