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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$16.60
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$44.35
Change-$0.11 (-0.25%)
VolumeN/A
CapitalizationN/A
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BRIIX vs DFREX Comparison Chart
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BRIIX vs. DFREX commentary
Sep 21, 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 BRIIX is a StrongBuy and DFREX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.78B vs. BRIIX (162M). DFREX pays higher dividends than BRIIX: DFREX (3.25) vs BRIIX (1.91). BRIIX was incepted earlier than DFREX: BRIIX (7 years) vs DFREX (32 years). BRIIX is a more actively managed with annual turnover of: 109.95 vs. DFREX (3.00). DFREX has a lower initial minimum investment than BRIIX: DFREX (0) vs BRIIX (1000000). DFREX annual gain was more profitable for investors over the last year : 31.03 vs. BRIIX (29.18). BRIIX return over 5 years is better than : 60.27 vs. DFREX (22.15).
| BRIIX | DFREX | BRIIX / 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 | 15.354 | 14.057 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 7.78B | 2% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 29.18 | 31.03 | 94% |
| Returns for 3 years | 5.58 | 1.48 | 378% |
| Returns for 5 years | 60.27 | 22.15 | 272% |
| Returns for 10 years | N/A | 101.66 | - |