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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$40.59
Change+$0.26 (+0.64%)
VolumeN/A
Net Assets2.15B
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
BREIX vs DFREX Comparison Chart
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BREIX vs. DFREX commentary
Jan 19, 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 Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.04B vs. BREIX (2.16B). DFREX pays higher dividends than BREIX: DFREX (3.25) vs BREIX (0.40). BREIX was incepted earlier than DFREX: BREIX (15 years) vs DFREX (32 years). BREIX is a more actively managed with annual turnover of: 57.86 vs. DFREX (3.00). DFREX has a lower initial minimum investment than BREIX: DFREX (0) vs BREIX (1000000). BREIX annual gain was more profitable for investors over the last year : 17.26 vs. DFREX (10.13). BREIX return over 5 years is better than : 49.00 vs. DFREX (10.47).
| BREIX | DFREX | BREIX / 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 | 1.348 | 0.249 | 542% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 7.04B | 31% |
| Annual Yield % from dividends | 0.40 | 3.25 | 12% |
| Returns for 1 year | 17.26 | 10.13 | 170% |
| Returns for 3 years | 7.19 | -9.43 | -76% |
| Returns for 5 years | 49.00 | 10.47 | 468% |
| Returns for 10 years | 59.30 | 52.05 | 114% |
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