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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$16.69
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets183.03M
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
BRIIX vs DFREX Comparison Chart
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BRIIX vs. DFREX commentary
Jan 19, 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 BRIIX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.04B vs. BRIIX (183M). 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). BRIIX annual gain was more profitable for investors over the last year : 20.55 vs. DFREX (10.13). BRIIX return over 5 years is better than : 49.70 vs. DFREX (10.47).
| 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 | -0.596 | 0.249 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 7.04B | 3% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 20.55 | 10.13 | 203% |
| Returns for 3 years | 2.41 | -9.43 | -26% |
| Returns for 5 years | 49.70 | 10.47 | 475% |
| Returns for 10 years | N/A | 52.05 | - |