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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.53
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets239.83M
DFA Real Estate Securities I
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets6.94B
BRIUX vs DFREX Comparison Chart
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BRIUX vs. DFREX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.94B vs. BRIUX (240M). DFREX pays higher dividends than BRIUX: DFREX (2.95) vs BRIUX (1.40). BRIUX was incepted earlier than DFREX: BRIUX (7 years) vs DFREX (32 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 : 17.51 vs. DFREX (11.17). BRIUX return over 5 years is better than : 47.12 vs. DFREX (23.63).
| BRIUX | DFREX | BRIUX / DFREX | |
| Total Expense Ratio | 0.80 | 0.18 | 444% |
| Annual Report Gross Expense Ratio | 0.90 | 0.20 | 450% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -1.523 | 2.028 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 6.94B | 3% |
| Annual Yield % from dividends | 1.40 | 2.95 | 48% |
| Returns for 1 year | 17.51 | 11.17 | 157% |
| Returns for 3 years | 11.46 | -0.75 | -1,526% |
| Returns for 5 years | 47.12 | 23.63 | 199% |
| Returns for 10 years | N/A | 74.38 | - |
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