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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.58
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
DFA Real Estate Securities I
Price$44.35
Change-$0.11 (-0.25%)
VolumeN/A
CapitalizationN/A
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BRIUX vs DFREX Comparison Chart
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BRIUX vs. DFREX commentary
Sep 21, 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 StrongBuy and DFREX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.78B vs. BRIUX (162M). 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). DFREX annual gain was more profitable for investors over the last year : 31.03 vs. BRIUX (29.12). BRIUX return over 5 years is better than : 60.09 vs. DFREX (22.15).
| 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 | 15.375 | 14.057 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 7.78B | 2% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 29.12 | 31.03 | 94% |
| Returns for 3 years | 5.53 | 1.48 | 374% |
| Returns for 5 years | 60.09 | 22.15 | 271% |
| Returns for 10 years | N/A | 101.66 | - |
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