BREIX
Price
$38.75
Change
-$0.28 (-0.72%)
Updated
Mar 7 closing price
Net Assets
2.25B
DFREX
Price
$41.23
Change
-$0.40 (-0.96%)
Updated
Mar 10 closing price
Net Assets
7.22B
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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$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.

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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).
BREIXDFREXBREIX / DFREX
Total Expense Ratio1.060.18589%
Annual Report Gross Expense Ratio1.060.20530%
Fund Existence15 years32 years-
Gain YTD-3.2463.506-93%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B7.22B31%
Annual Yield % from dividends0.392.8314%
Returns for 1 year3.1010.8029%
Returns for 3 years12.91-1.69-766%
Returns for 5 years54.9318.40299%
Returns for 10 years49.4368.3872%
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