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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$41.81
Change+$0.35 (+0.84%)
VolumeN/A
Net Assets2.36B
DFA Real Estate Securities I
Price$41.34
Change+$0.37 (+0.90%)
VolumeN/A
Net Assets6.83B
BREIX vs DFREX Comparison Chart in %
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BREIX vs. DFREX commentary
Sep 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 Hold and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.83B vs. BREIX (2.36B). 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 : 2.15 vs. DFREX (-4.08). DFREX (34.75) and BREIX (33.35) 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 | 4.397 | 3.241 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 6.83B | 35% |
| Annual Yield % from dividends | 0.37 | 2.52 | 15% |
| Returns for 1 year | 2.15 | -4.08 | -53% |
| Returns for 3 years | 55.52 | 21.29 | 261% |
| Returns for 5 years | 33.35 | 34.75 | 96% |
| Returns for 10 years | 82.48 | 75.43 | 109% |
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