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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.84
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets259.45M
DFA Real Estate Securities I
Price$40.26
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.72B
BRIUX vs DFREX Comparison Chart in %
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BRIUX vs. DFREX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. BRIUX (259M). DFREX pays higher dividends than BRIUX: DFREX (2.57) vs BRIUX (1.70). 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 : 0.02 vs. DFREX (-4.51). BRIUX return over 5 years is better than : 35.14 vs. DFREX (21.16).
| 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 | 1.803 | 1.026 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 6.72B | 4% |
| Annual Yield % from dividends | 1.70 | 2.57 | 66% |
| Returns for 1 year | 0.02 | -4.51 | -0% |
| Returns for 3 years | 34.63 | 11.59 | 299% |
| Returns for 5 years | 35.14 | 21.16 | 166% |
| Returns for 10 years | N/A | 62.45 | - |
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