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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$15.27
Change+$0.19 (+1.26%)
VolumeN/A
Net Assets229.83M
DFA Real Estate Securities I
Price$38.05
Change+$0.55 (+1.47%)
VolumeN/A
Net Assets6.55B
BRIIX vs DFREX Comparison Chart
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BRIIX vs. DFREX commentary
Apr 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.55B vs. BRIIX (230M). DFREX pays higher dividends than BRIIX: DFREX (2.93) vs BRIIX (1.39). BRIIX was incepted earlier than DFREX: BRIIX (7 years) vs DFREX (32 years). BRIIX (0.96) is less costly to investors than DFREX (0.20). BRIIX is a more actively managed with annual turnover of: 109.95 vs. DFREX (4.00). 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 : 9.54 vs. DFREX (6.09). BRIIX return over 5 years is better than : 53.15 vs. DFREX (22.94).
| BRIIX | DFREX | BRIIX / DFREX | |
| Total Expense Ratio | 0.80 | 0.18 | 444% |
| Annual Report Gross Expense Ratio | 0.96 | 0.20 | 480% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -8.642 | -5.058 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 6.55B | 4% |
| Annual Yield % from dividends | 1.39 | 2.93 | 48% |
| Returns for 1 year | 9.54 | 6.09 | 157% |
| Returns for 3 years | -6.04 | -15.46 | 39% |
| Returns for 5 years | 53.15 | 22.94 | 232% |
| Returns for 10 years | N/A | 50.63 | - |
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