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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$17.04
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$42.65
Change+$0.13 (+0.31%)
VolumeN/A
CapitalizationN/A
BRIIX vs DFREX Comparison Chart
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BRIIX vs. DFREX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.45B vs. BRIIX (178M). 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 : 31.23 vs. DFREX (23.30). BRIIX return over 5 years is better than : 60.08 vs. DFREX (18.38).
| 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 | 18.752 | 10.183 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 7.45B | 2% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 31.23 | 23.30 | 134% |
| Returns for 3 years | 3.55 | -6.31 | -56% |
| Returns for 5 years | 60.08 | 18.38 | 327% |
| Returns for 10 years | N/A | 76.12 | - |
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