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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$17.17
Change-$0.12 (-0.69%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$41.52
Change-$0.18 (-0.43%)
VolumeN/A
CapitalizationN/A
BRIUX vs DFREX Comparison Chart
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BRIUX 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 BRIUX is a Hold and DFREX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.28B vs. BRIUX (192M). DFREX pays higher dividends than BRIUX: DFREX (3.25) vs BRIUX (1.91). BRIUX was incepted earlier than DFREX: BRIUX (7 years) vs DFREX (32 years). BRIUX is a more actively managed with annual turnover of: 109.95 vs. DFREX (3.00). DFREX has a lower initial minimum investment than BRIUX: DFREX (0) vs BRIUX (5000000). BRIUX annual gain was more profitable for investors over the last year : 21.39 vs. DFREX (10.48). BRIUX return over 5 years is better than : 60.32 vs. DFREX (18.41).
| BRIUX | DFREX | BRIUX / 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 | 20.178 | 8.927 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 7.28B | 3% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 21.39 | 10.48 | 204% |
| Returns for 3 years | 5.20 | -8.60 | -61% |
| Returns for 5 years | 60.32 | 18.41 | 328% |
| Returns for 10 years | N/A | 67.84 | - |
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