Ad is loading...
BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$40.56
Change-$1.17 (-2.80%)
VolumeN/A
Net Assets2.25B
DFA Real Estate Securities I
Price$41.21
Change-$0.29 (-0.70%)
VolumeN/A
Net Assets7.17B
BREIX vs DFREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BREIX vs. DFREX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B vs. BREIX (2.25B). 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). DFREX (12.08) and BREIX (11.98) have marching annual gain over last year. BREIX return over 5 years is better than : 43.02 vs. DFREX (7.19).
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.273 | 2.461 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 7.17B | 31% |
| Annual Yield % from dividends | 0.40 | 3.25 | 12% |
| Returns for 1 year | 11.98 | 12.08 | 99% |
| Returns for 3 years | 9.90 | -0.81 | -1,224% |
| Returns for 5 years | 43.02 | 7.19 | 598% |
| Returns for 10 years | 53.38 | 61.41 | 87% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ASICX | 24.04 | -0.03 | -0.12% |
| Invesco EQV Asia Pacific Equity C | |||
| GGICX | 12.07 | -0.03 | -0.25% |
| Goldman Sachs Global Infras C | |||
| OANGX | 34.63 | -0.22 | -0.63% |
| Oakmark Global Institutional | |||
| GQRPX | 19.71 | -0.30 | -1.50% |
| GQG Partners Global Quality Equity Inv | |||
| VSEMX | 232.37 | -7.34 | -3.06% |
| Vanguard Extended Market Index Instl Sel | |||