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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$40.86
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets2.3B
DFA Real Estate Securities I
Price$41.45
Change+$0.27 (+0.66%)
VolumeN/A
Net Assets6.8B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Oct 18, 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: 6.8B vs. BREIX (2.3B). DFREX pays higher dividends than BREIX: DFREX (2.51) vs BREIX (0.24). 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 : -2.46 vs. DFREX (-3.69). DFREX return over 5 years is better than : 31.03 vs. BREIX (23.55).
| 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 | 2.017 | 4.012 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 6.8B | 34% |
| Annual Yield % from dividends | 0.24 | 2.51 | 9% |
| Returns for 1 year | -2.46 | -3.69 | 67% |
| Returns for 3 years | 49.01 | 22.95 | 214% |
| Returns for 5 years | 23.55 | 31.03 | 76% |
| Returns for 10 years | 63.18 | 63.47 | 100% |
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