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BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$15.95
Change-$0.53 (-3.22%)
VolumeN/A
Net Assets226.97M
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
BRIFX vs DFREX Comparison Chart
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BRIFX vs. DFREX commentary
Apr 04, 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 BRIFX is a Buy and DFREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. BRIFX (227M). DFREX pays higher dividends than BRIFX: DFREX (2.93) vs BRIFX (1.18). BRIFX was incepted earlier than DFREX: BRIFX (7 years) vs DFREX (32 years). BRIFX (1.32) is less costly to investors than DFREX (0.20). BRIFX is a more actively managed with annual turnover of: 109.95 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BRIFX: DFREX (0) vs BRIFX (2000). BRIFX annual gain was more profitable for investors over the last year : 17.47 vs. DFREX (13.29). BRIFX return over 5 years is better than : 93.84 vs. DFREX (62.40).
| BRIFX | DFREX | BRIFX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.32 | 0.20 | 660% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -0.266 | 2.901 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 7.12B | 3% |
| Annual Yield % from dividends | 1.18 | 2.93 | 40% |
| Returns for 1 year | 17.47 | 13.29 | 131% |
| Returns for 3 years | -1.29 | -9.29 | 14% |
| Returns for 5 years | 93.84 | 62.40 | 150% |
| Returns for 10 years | N/A | 57.27 | - |
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