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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
Baron Real Estate Institutional
Price$37.68
Change-$0.73 (-1.90%)
VolumeN/A
Net Assets2.06B
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets7.01B
BREIX vs DFREX Comparison Chart
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BREIX vs. DFREX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.02B vs. BREIX (2.06B). DFREX pays higher dividends than BREIX: DFREX (2.95) vs BREIX (0.43). BREIX was incepted earlier than DFREX: BREIX (15 years) vs DFREX (32 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). DFREX annual gain was more profitable for investors over the last year : 10.60 vs. BREIX (8.80). BREIX return over 5 years is better than : 41.62 vs. DFREX (29.30).
| BREIX | DFREX | BREIX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.05 | 0.20 | 525% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -4.095 | 1.853 | -221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 7.02B | 29% |
| Annual Yield % from dividends | 0.43 | 2.95 | 15% |
| Returns for 1 year | 8.80 | 10.60 | 83% |
| Returns for 3 years | 32.92 | 12.45 | 264% |
| Returns for 5 years | 41.62 | 29.30 | 142% |
| Returns for 10 years | 46.56 | 71.36 | 65% |
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