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BREIX vs DFREX
BREIX vs DFREX Comparison
Open Charts BREIX vs DFREX
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.
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).
| 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 | -0.350 | 2.767 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 6.95B | 30% |
| Annual Yield % from dividends | 0.41 | 2.56 | 16% |
| Returns for 1 year | 15.23 | 10.70 | 142% |
| Returns for 3 years | 34.74 | 5.81 | 597% |
| Returns for 5 years | 43.53 | 30.22 | 144% |
| Returns for 10 years | 53.38 | 73.40 | 73% |
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