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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$16.42
Change-$0.77 (-4.48%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$39.87
Change-$1.65 (-3.97%)
VolumeN/A
CapitalizationN/A
BRIIX vs DFREX Comparison Chart
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BRIIX 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 BRIIX is a Hold and DFREX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.25B vs. BRIIX (192M). 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 : 21.36 vs. DFREX (5.32). BRIIX return over 5 years is better than : 60.49 vs. DFREX (12.97).
| 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 | 20.150 | 4.598 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 7.25B | 3% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 21.36 | 5.32 | 401% |
| Returns for 3 years | 5.20 | -12.23 | -43% |
| Returns for 5 years | 60.49 | 12.97 | 466% |
| Returns for 10 years | N/A | 61.17 | - |
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