BREIX
Price
$41.47
Change
+$0.35 (+0.85%)
Updated
Jul 25 closing price
Net Assets
2.13B
DFREX
Price
$41.64
Change
-$0.05 (-0.12%)
Updated
Jul 25 closing price
Net Assets
6.99B
Interact to see
Advertisement

BREIX vs DFREX

Header iconBREIX vs DFREX Comparison
Open Charts BREIX vs DFREXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
BREIXDFREXBREIX / DFREX
Total Expense Ratio1.050.18583%
Annual Report Gross Expense Ratio1.050.20525%
Fund Existence16 years33 years-
Gain YTD3.5463.99189%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B6.99B31%
Annual Yield % from dividends0.412.5616%
Returns for 1 year11.856.99170%
Returns for 3 years35.734.90729%
Returns for 5 years43.5235.61122%
Returns for 10 years60.3471.5184%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LVOOX20.370.17
+0.84%
Lord Abbett Value Opportunities F3
IYCEX18.430.08
+0.44%
Macquarie Core Equity Fund Class R
AYBLX11.820.04
+0.34%
Victory Pioneer Balanced Y
CIRCX77.94-0.04
-0.05%
American Funds Capital Income Bldr 529C
DPRRX12.85-0.01
-0.08%
Macquarie Global Listed Real Assets R