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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$38.75
Change-$0.28 (-0.72%)
VolumeN/A
Net Assets2.25B
DFA Real Estate Securities I
Price$41.23
Change-$0.40 (-0.96%)
VolumeN/A
Net Assets7.22B
BREIX vs DFREX Comparison Chart
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BREIX vs. DFREX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.22B vs. BREIX (2.25B). DFREX pays higher dividends than BREIX: DFREX (2.83) vs BREIX (0.39). BREIX was incepted earlier than DFREX: BREIX (15 years) vs DFREX (32 years). BREIX (1.06) is less costly to investors than DFREX (0.20). BREIX is a more actively managed with annual turnover of: 57.86 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BREIX: DFREX (0) vs BREIX (1000000). DFREX annual gain was more profitable for investors over the last year : 10.80 vs. BREIX (3.10). BREIX return over 5 years is better than : 54.93 vs. DFREX (18.40).
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | 1.06 | 0.18 | 589% |
| Annual Report Gross Expense Ratio | 1.06 | 0.20 | 530% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -3.246 | 3.506 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 7.22B | 31% |
| Annual Yield % from dividends | 0.39 | 2.83 | 14% |
| Returns for 1 year | 3.10 | 10.80 | 29% |
| Returns for 3 years | 12.91 | -1.69 | -766% |
| Returns for 5 years | 54.93 | 18.40 | 299% |
| Returns for 10 years | 49.43 | 68.38 | 72% |
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