BREIX
Price
$41.27
Change
-$0.43 (-1.03%)
Updated
Dec 17 closing price
DFREX
Price
$41.52
Change
-$0.18 (-0.43%)
Updated
Dec 17 closing price
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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$41.27
Change-$0.43 (-1.03%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$41.52
Change-$0.18 (-0.43%)
VolumeN/A
CapitalizationN/A
BREIX vs DFREX Comparison Chart
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BREIX vs. DFREX commentary
Dec 19, 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 Hold and DFREX is a StrongSell.

FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.28B vs. BREIX (2.31B). 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 : 17.49 vs. DFREX (10.48). BREIX return over 5 years is better than : 58.03 vs. DFREX (18.41).
BREIXDFREXBREIX / DFREX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years32 years-
Gain YTD15.9148.927178%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.31B7.28B32%
Annual Yield % from dividends0.403.2512%
Returns for 1 year17.4910.48167%
Returns for 3 years7.21-8.60-84%
Returns for 5 years58.0318.41315%
Returns for 10 years61.8267.8491%
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