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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$36.24
Change+$0.52 (+1.46%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$39.57
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets6.8B
BREIX vs DFREX Comparison Chart
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BREIX vs. DFREX commentary
Apr 25, 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 BREIX is a Buy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.8B vs. BREIX (2.06B). DFREX pays higher dividends than BREIX: DFREX (2.93) vs BREIX (0.43). BREIX was incepted earlier than DFREX: BREIX (15 years) vs DFREX (32 years). BREIX (1.06) is less costly to investors than DFREX (0.20). BREIX is a more actively managed with annual turnover of: 57.86 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BREIX: DFREX (0) vs BREIX (1000000). DFREX annual gain was more profitable for investors over the last year : 12.92 vs. BREIX (0.61). BREIX return over 5 years is better than : 57.27 vs. DFREX (38.54).
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | 1.06 | 0.18 | 589% |
| Annual Report Gross Expense Ratio | 1.06 | 0.20 | 530% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -10.811 | -1.266 | 854% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 6.8B | 30% |
| Annual Yield % from dividends | 0.43 | 2.93 | 15% |
| Returns for 1 year | 0.61 | 12.92 | 5% |
| Returns for 3 years | 0.96 | -13.00 | -7% |
| Returns for 5 years | 57.27 | 38.54 | 149% |
| Returns for 10 years | 33.10 | 56.55 | 59% |
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