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BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$16.74
Change+$0.24 (+1.45%)
VolumeN/A
Net Assets183.03M
DFA Real Estate Securities I
Price$40.61
Change+$0.55 (+1.37%)
VolumeN/A
Net Assets6.99B
BRIFX vs DFREX Comparison Chart
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BRIFX vs. DFREX commentary
Jan 31, 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 Hold and DFREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. BRIFX (183M). DFREX pays higher dividends than BRIFX: DFREX (3.25) vs BRIFX (1.74). BRIFX was incepted earlier than DFREX: BRIFX (7 years) vs DFREX (32 years). BRIFX is a more actively managed with annual turnover of: 109.95 vs. DFREX (3.00). 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 : 20.55 vs. DFREX (11.81). BRIFX return over 5 years is better than : 49.02 vs. DFREX (12.04).
| BRIFX | DFREX | BRIFX / DFREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -0.542 | 0.970 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 6.99B | 3% |
| Annual Yield % from dividends | 1.74 | 3.25 | 54% |
| Returns for 1 year | 20.55 | 11.81 | 174% |
| Returns for 3 years | 3.38 | -7.11 | -48% |
| Returns for 5 years | 49.02 | 12.04 | 407% |
| Returns for 10 years | N/A | 53.79 | - |
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