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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$15.80
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets229.83M
DFA Real Estate Securities I
Price$39.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.78B
BRIUX vs DFREX Comparison Chart
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BRIUX vs. DFREX commentary
Apr 24, 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 StrongBuy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.78B vs. BRIUX (230M). DFREX pays higher dividends than BRIUX: DFREX (2.93) vs BRIUX (1.40). BRIUX was incepted earlier than DFREX: BRIUX (7 years) vs DFREX (32 years). BRIUX (0.97) is less costly to investors than DFREX (0.20). BRIUX is a more actively managed with annual turnover of: 109.95 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 : 16.32 vs. DFREX (12.72). BRIUX return over 5 years is better than : 64.21 vs. DFREX (38.30).
| BRIUX | DFREX | BRIUX / DFREX | |
| Total Expense Ratio | 0.80 | 0.18 | 444% |
| Annual Report Gross Expense Ratio | 0.97 | 0.20 | 485% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -5.474 | -1.440 | 380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 6.78B | 3% |
| Annual Yield % from dividends | 1.40 | 2.93 | 48% |
| Returns for 1 year | 16.32 | 12.72 | 128% |
| Returns for 3 years | -4.12 | -13.42 | 31% |
| Returns for 5 years | 64.21 | 38.30 | 168% |
| Returns for 10 years | N/A | 56.28 | - |
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