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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$38.84
Change+$0.45 (+1.17%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$41.52
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets7.05B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Jun 26, 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: 7.05B vs. BREIX (2.06B). DFREX pays higher dividends than BREIX: DFREX (2.95) vs BREIX (0.43). BREIX was incepted earlier than DFREX: BREIX (15 years) vs DFREX (32 years). BREIX (1.05) is less costly to investors than DFREX (0.20). BREIX is a more actively managed with annual turnover of: 77.00 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 : 11.21 vs. BREIX (9.14). BREIX return over 5 years is better than : 40.62 vs. DFREX (35.06).
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.05 | 0.20 | 525% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -4.145 | 3.325 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 7.05B | 29% |
| Annual Yield % from dividends | 0.43 | 2.95 | 15% |
| Returns for 1 year | 9.14 | 11.21 | 82% |
| Returns for 3 years | 28.23 | 5.93 | 476% |
| Returns for 5 years | 40.62 | 35.06 | 116% |
| Returns for 10 years | 45.61 | 76.08 | 60% |
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