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BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$16.22
Change-$0.75 (-4.42%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$39.87
Change-$1.65 (-3.97%)
VolumeN/A
CapitalizationN/A
BRIFX vs DFREX Comparison Chart
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BRIFX vs. DFREX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.25B vs. BRIFX (192M). 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 : 20.99 vs. DFREX (10.48). BRIFX return over 5 years is better than : 58.21 vs. DFREX (18.41).
| 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 | 19.836 | 8.927 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 7.25B | 3% |
| Annual Yield % from dividends | 1.74 | 3.25 | 54% |
| Returns for 1 year | 20.99 | 10.48 | 200% |
| Returns for 3 years | 4.36 | -8.60 | -51% |
| Returns for 5 years | 58.21 | 18.41 | 316% |
| Returns for 10 years | N/A | 67.84 | - |
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