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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.13
Change-$0.54 (-3.24%)
VolumeN/A
Net Assets226.97M
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
BRIUX vs DFREX Comparison Chart
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BRIUX vs. DFREX commentary
Apr 04, 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 Buy and DFREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. BRIUX (227M). 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 : 17.76 vs. DFREX (13.29). BRIUX return over 5 years is better than : 96.39 vs. DFREX (62.40).
| 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 | -0.206 | 2.901 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 7.12B | 3% |
| Annual Yield % from dividends | 1.40 | 2.93 | 48% |
| Returns for 1 year | 17.76 | 13.29 | 134% |
| Returns for 3 years | -0.56 | -9.29 | 6% |
| Returns for 5 years | 96.39 | 62.40 | 154% |
| Returns for 10 years | N/A | 57.27 | - |
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