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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$41.33
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets2.13B
DFA Real Estate Securities I
Price$40.38
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets6.74B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Aug 08, 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: 6.74B vs. BREIX (2.13B). DFREX pays higher dividends than BREIX: DFREX (2.60) vs BREIX (0.39). BREIX was incepted earlier than DFREX: BREIX (16 years) vs DFREX (33 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). BREIX annual gain was more profitable for investors over the last year : 14.22 vs. DFREX (1.16). BREIX return over 5 years is better than : 32.78 vs. DFREX (24.63).
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.05 | 0.20 | 525% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 2.896 | 0.844 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 6.74B | 32% |
| Annual Yield % from dividends | 0.39 | 2.60 | 15% |
| Returns for 1 year | 14.22 | 1.16 | 1,223% |
| Returns for 3 years | 28.15 | -1.87 | -1,505% |
| Returns for 5 years | 32.78 | 24.63 | 133% |
| Returns for 10 years | 58.26 | 65.59 | 89% |
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