BREIX
Price
$43.06
Change
+$0.53 (+1.25%)
Updated
Sep 4 closing price
Net Assets
2.24B
DFREX
Price
$41.06
Change
+$0.26 (+0.64%)
Updated
Sep 4 closing price
Net Assets
6.84B
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BREIX vs DFREX

Header iconBREIX vs DFREX Comparison
Open Charts BREIX vs DFREXBanner chart's image
Baron Real Estate Institutional
Price$43.06
Change+$0.53 (+1.25%)
VolumeN/A
Net Assets2.24B
DFA Real Estate Securities I
Price$41.06
Change+$0.26 (+0.64%)
VolumeN/A
Net Assets6.84B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Sep 06, 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 StrongBuy and DFREX is a Buy.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. BREIX (2.24B). DFREX pays higher dividends than BREIX: DFREX (2.52) vs BREIX (0.37). 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 : 10.58 vs. DFREX (-3.15). BREIX return over 5 years is better than : 34.58 vs. DFREX (27.70).
BREIXDFREXBREIX / DFREX
Total Expense Ratio1.050.18583%
Annual Report Gross Expense Ratio1.050.20525%
Fund Existence16 years33 years-
Gain YTD6.1922.542244%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.24B6.84B33%
Annual Yield % from dividends0.372.5215%
Returns for 1 year10.58-3.15-336%
Returns for 3 years41.276.38646%
Returns for 5 years34.5827.70125%
Returns for 10 years76.2483.3491%
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