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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.91
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets260.29M
DFA Real Estate Securities I
Price$40.75
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets6.76B
BRIUX vs DFREX Comparison Chart in %
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BRIUX vs. DFREX commentary
Oct 09, 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 BRIUX is a Hold and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.76B vs. BRIUX (260M). DFREX pays higher dividends than BRIUX: DFREX (2.51) vs BRIUX (1.69). BRIUX was incepted earlier than DFREX: BRIUX (8 years) vs DFREX (33 years). BRIUX (0.90) is less costly to investors than DFREX (0.20). BRIUX is a more actively managed with annual turnover of: 131.00 vs. DFREX (4.00). 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 : 5.45 vs. DFREX (-2.90). BRIUX return over 5 years is better than : 41.64 vs. DFREX (25.17).
| BRIUX | DFREX | BRIUX / DFREX | |
| Total Expense Ratio | 0.80 | 0.18 | 444% |
| Annual Report Gross Expense Ratio | 0.90 | 0.20 | 450% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.256 | 2.256 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 6.76B | 4% |
| Annual Yield % from dividends | 1.69 | 2.51 | 67% |
| Returns for 1 year | 5.45 | -2.90 | -188% |
| Returns for 3 years | 45.48 | 24.69 | 184% |
| Returns for 5 years | 41.64 | 25.17 | 165% |
| Returns for 10 years | N/A | 64.88 | - |
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