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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$36.54
Change-$0.71 (-1.91%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets7.01B
BREFX vs DFREX Comparison Chart
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BREFX vs. DFREX commentary
Jun 15, 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 BREFX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.02B vs. BREFX (2.06B). DFREX pays higher dividends than BREFX: DFREX (2.95) vs BREFX (0.17). BREFX was incepted earlier than DFREX: BREFX (15 years) vs DFREX (32 years). BREFX (1.31) is less costly to investors than DFREX (0.20). BREFX is a more actively managed with annual turnover of: 77.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BREFX: DFREX (0) vs BREFX (2000). DFREX annual gain was more profitable for investors over the last year : 10.60 vs. BREFX (8.52). BREFX return over 5 years is better than : 39.20 vs. DFREX (29.30).
| BREFX | DFREX | BREFX / DFREX | |
| Total Expense Ratio | 1.31 | 0.18 | 728% |
| Annual Report Gross Expense Ratio | 1.31 | 0.20 | 655% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -4.217 | 1.853 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 7.02B | 29% |
| Annual Yield % from dividends | 0.17 | 2.95 | 6% |
| Returns for 1 year | 8.52 | 10.60 | 80% |
| Returns for 3 years | 31.78 | 12.45 | 255% |
| Returns for 5 years | 39.20 | 29.30 | 134% |
| Returns for 10 years | 41.53 | 71.36 | 58% |
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