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BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$16.77
Change-$0.14 (-0.83%)
VolumeN/A
Net Assets259.92M
DFA Real Estate Securities I
Price$40.92
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets6.78B
BRIFX vs DFREX Comparison Chart in %
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BRIFX vs. DFREX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.78B vs. BRIFX (260M). DFREX pays higher dividends than BRIFX: DFREX (2.51) vs BRIFX (1.47). BRIFX was incepted earlier than DFREX: BRIFX (8 years) vs DFREX (33 years). BRIFX (1.27) is less costly to investors than DFREX (0.20). BRIFX is a more actively managed with annual turnover of: 131.00 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 : 5.37 vs. DFREX (-2.47). BRIFX return over 5 years is better than : 40.09 vs. DFREX (25.19).
| BRIFX | DFREX | BRIFX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.27 | 0.20 | 635% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.394 | 2.682 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 6.78B | 4% |
| Annual Yield % from dividends | 1.47 | 2.51 | 58% |
| Returns for 1 year | 5.37 | -2.47 | -218% |
| Returns for 3 years | 44.95 | 25.21 | 178% |
| Returns for 5 years | 40.09 | 25.19 | 159% |
| Returns for 10 years | N/A | 65.57 | - |
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