Interact to see
Advertisement
Advertisement
BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.76
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets239.79M
DFA Real Estate Securities I
Price$41.03
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets6.88B
BRIUX vs DFREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRIUX vs. DFREX commentary
Jul 19, 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: 6.88B vs. BRIUX (240M). DFREX pays higher dividends than BRIUX: DFREX (2.56) vs BRIUX (1.63). 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 : 13.25 vs. DFREX (2.64). BRIUX return over 5 years is better than : 54.47 vs. DFREX (32.25).
| 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 | 0.720 | 2.142 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 6.88B | 3% |
| Annual Yield % from dividends | 1.63 | 2.56 | 64% |
| Returns for 1 year | 13.25 | 2.64 | 502% |
| Returns for 3 years | 25.18 | 7.24 | 348% |
| Returns for 5 years | 54.47 | 32.25 | 169% |
| Returns for 10 years | N/A | 67.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGAEX | 82.59 | 0.45 | +0.55% |
| American Funds Growth Fund of Amer R4 | |||
| GSLIX | 16.75 | 0.08 | +0.48% |
| Goldman Sachs Large Cap Value Instl | |||
| COSSX | 13.26 | 0.05 | +0.38% |
| Columbia Overseas Value Inst2 | |||
| CFIGX | 14.26 | 0.05 | +0.35% |
| Columbia Flexible Capital Income C | |||
| HFSFX | 15.39 | 0.04 | +0.26% |
| Hartford Schroders Intl Cntrrn Val F | |||