BREIX
Price
$39.91
Change
+$0.22 (+0.55%)
Updated
Jul 3 closing price
Net Assets
2.06B
DFREX
Price
$41.15
Change
+$0.05 (+0.12%)
Updated
Jul 3 closing price
Net Assets
6.95B
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BREIX vs DFREX

Header iconBREIX vs DFREX Comparison
Open Charts BREIX vs DFREXBanner chart's image
Baron Real Estate Institutional
Price$39.91
Change+$0.22 (+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
BREIX vs DFREX Comparison Chart in %
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BREIX 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 BREIX is a Buy and DFREX is a Buy.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BREIX (2.06B). 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 : 15.23 vs. DFREX (10.70). BREIX return over 5 years is better than : 43.53 vs. DFREX (30.22).
BREIXDFREXBREIX / DFREX
Total Expense Ratio1.050.18583%
Annual Report Gross Expense Ratio1.050.20525%
Fund Existence16 years33 years-
Gain YTD-0.3502.767-13%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.06B6.95B30%
Annual Yield % from dividends0.412.5616%
Returns for 1 year15.2310.70142%
Returns for 3 years34.745.81597%
Returns for 5 years43.5330.22144%
Returns for 10 years53.3873.4073%
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