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BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$16.90
Change+$0.12 (+0.72%)
VolumeN/A
Net Assets261.41M
DFA Real Estate Securities I
Price$41.45
Change+$0.27 (+0.66%)
VolumeN/A
Net Assets6.84B
BRIFX vs DFREX Comparison Chart in %
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BRIFX vs. DFREX commentary
Oct 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 BRIFX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. BRIFX (261M). DFREX pays higher dividends than BRIFX: DFREX (2.51) vs BRIFX (1.47). 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 : 2.77 vs. DFREX (-3.69). BRIFX return over 5 years is better than : 43.68 vs. DFREX (31.03).
| BRIFX | DFREX | BRIFX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.27 | 0.20 | 635% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 3.145 | 4.012 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 6.84B | 4% |
| Annual Yield % from dividends | 1.47 | 2.51 | 58% |
| Returns for 1 year | 2.77 | -3.69 | -75% |
| Returns for 3 years | 43.88 | 22.95 | 191% |
| Returns for 5 years | 43.68 | 31.03 | 141% |
| Returns for 10 years | N/A | 63.47 | - |
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