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BREFX vs DFREX
BREFX vs DFREX Comparison
Open Charts BREFX vs DFREX
Baron Real Estate Retail
Price$38.70
Change+$0.21 (+0.55%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
BREFX vs DFREX Comparison Chart in %
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BREFX vs. DFREX commentary
Jul 07, 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 Buy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BREFX (2.06B). DFREX pays higher dividends than BREFX: DFREX (2.56) vs BREFX (0.17). BREFX was incepted earlier than DFREX: BREFX (16 years) vs DFREX (33 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). BREFX annual gain was more profitable for investors over the last year : 14.92 vs. DFREX (10.70). BREFX return over 5 years is better than : 41.09 vs. DFREX (30.22).
| BREFX | DFREX | BREFX / DFREX | |
| Total Expense Ratio | 1.31 | 0.18 | 728% |
| Annual Report Gross Expense Ratio | 1.31 | 0.20 | 655% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -0.489 | 2.767 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 6.95B | 30% |
| Annual Yield % from dividends | 0.17 | 2.56 | 7% |
| Returns for 1 year | 14.92 | 10.70 | 139% |
| Returns for 3 years | 33.61 | 5.81 | 578% |
| Returns for 5 years | 41.09 | 30.22 | 136% |
| Returns for 10 years | 48.10 | 73.40 | 66% |
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