BRIFX
Price
$16.78
Change
+$0.11 (+0.66%)
Updated
Sep 4 closing price
Net Assets
242.3M
DFREX
Price
$41.47
Change
+$0.41 (+1.00%)
Updated
Sep 5 closing price
Net Assets
6.91B
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BRIFX vs DFREX

Header iconBRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREXBanner chart's image
Baron Real Estate Income Retail
Price$16.78
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets242.3M
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
BRIFX vs DFREX Comparison Chart in %
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BRIFX vs. DFREX commentary
Sep 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 BRIFX is a StrongBuy and DFREX is a Buy.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. BRIFX (242M). DFREX pays higher dividends than BRIFX: DFREX (2.52) vs BRIFX (1.35). BRIFX was incepted earlier than DFREX: BRIFX (8 years) vs DFREX (33 years). BRIFX (1.27) is less costly to investors than DFREX (0.20). BRIFX is a more actively managed with annual turnover of: 131.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BRIFX: DFREX (0) vs BRIFX (2000). BRIFX annual gain was more profitable for investors over the last year : 7.88 vs. DFREX (-1.87). BRIFX return over 5 years is better than : 44.70 vs. DFREX (28.98).
BRIFXDFREXBRIFX / DFREX
Total Expense Ratio1.050.18583%
Annual Report Gross Expense Ratio1.270.20635%
Fund Existence8 years33 years-
Gain YTD2.0683.56658%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets242M6.91B4%
Annual Yield % from dividends1.352.5253%
Returns for 1 year7.88-1.87-423%
Returns for 3 years22.996.34363%
Returns for 5 years44.7028.98154%
Returns for 10 yearsN/A82.39-
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