Ad is loading...
BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$15.70
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets229.83M
DFA Real Estate Securities I
Price$39.57
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets6.8B
BRIFX vs DFREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRIFX vs. DFREX commentary
Apr 25, 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 StrongBuy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.8B vs. BRIFX (230M). 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 : 15.91 vs. DFREX (12.92). BRIFX return over 5 years is better than : 62.30 vs. DFREX (38.54).
| 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 | -5.470 | -1.266 | 432% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 6.8B | 3% |
| Annual Yield % from dividends | 1.18 | 2.93 | 40% |
| Returns for 1 year | 15.91 | 12.92 | 123% |
| Returns for 3 years | -4.75 | -13.00 | 37% |
| Returns for 5 years | 62.30 | 38.54 | 162% |
| Returns for 10 years | N/A | 56.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers