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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$17.36
Change-$0.31 (-1.75%)
VolumeN/A
Net Assets212.66M
DFA Real Estate Securities I
Price$41.21
Change-$0.29 (-0.70%)
VolumeN/A
Net Assets7.17B
BRIUX vs DFREX Comparison Chart
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BRIUX vs. DFREX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B vs. BRIUX (213M). 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). BRIUX annual gain was more profitable for investors over the last year : 21.76 vs. DFREX (12.08). BRIUX return over 5 years is better than : 47.10 vs. DFREX (7.19).
| 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 | 3.456 | 2.461 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 7.17B | 3% |
| Annual Yield % from dividends | 1.91 | 3.25 | 59% |
| Returns for 1 year | 21.76 | 12.08 | 180% |
| Returns for 3 years | 9.73 | -0.81 | -1,203% |
| Returns for 5 years | 47.10 | 7.19 | 655% |
| Returns for 10 years | N/A | 61.41 | - |
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