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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$41.46
Change-$0.29 (-0.69%)
VolumeN/A
Net Assets2.34B
DFA Real Estate Securities I
Price$40.97
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets6.79B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Sep 26, 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: 6.79B vs. BREIX (2.34B). 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 : 1.81 vs. DFREX (-5.71). DFREX (33.87) and BREIX (32.22) have equivalent 5 years return.
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.05 | 0.20 | 525% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 3.513 | 2.567 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 6.79B | 34% |
| Annual Yield % from dividends | 0.37 | 2.52 | 15% |
| Returns for 1 year | 1.81 | -5.71 | -32% |
| Returns for 3 years | 49.04 | 18.90 | 259% |
| Returns for 5 years | 32.22 | 33.87 | 95% |
| Returns for 10 years | 79.02 | 76.62 | 103% |
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