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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$41.47
Change+$0.35 (+0.85%)
VolumeN/A
Net Assets2.13B
DFA Real Estate Securities I
Price$41.64
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets6.99B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Jul 27, 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 Buy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. BREIX (2.13B). DFREX pays higher dividends than BREIX: DFREX (2.56) vs BREIX (0.41). 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 : 11.85 vs. DFREX (6.99). BREIX return over 5 years is better than : 43.52 vs. DFREX (35.61).
| 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 | 3.546 | 3.991 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 6.99B | 31% |
| Annual Yield % from dividends | 0.41 | 2.56 | 16% |
| Returns for 1 year | 11.85 | 6.99 | 170% |
| Returns for 3 years | 35.73 | 4.90 | 729% |
| Returns for 5 years | 43.52 | 35.61 | 122% |
| Returns for 10 years | 60.34 | 71.51 | 84% |
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