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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$41.31
Change-$0.36 (-0.86%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$42.65
Change+$0.13 (+0.31%)
VolumeN/A
CapitalizationN/A
BREIX vs DFREX Comparison Chart
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BREIX vs. DFREX commentary
Nov 18, 2024
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: 7.45B vs. BREIX (2.15B). 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 : 30.82 vs. DFREX (23.30). BREIX return over 5 years is better than : 44.20 vs. DFREX (18.38).
| 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 | 15.719 | 10.183 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 7.45B | 29% |
| Annual Yield % from dividends | 0.40 | 3.25 | 12% |
| Returns for 1 year | 30.82 | 23.30 | 132% |
| Returns for 3 years | -2.35 | -6.31 | 37% |
| Returns for 5 years | 44.20 | 18.38 | 240% |
| Returns for 10 years | 65.18 | 76.12 | 86% |
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