BRIFX
Price
$16.46
Change
+$0.07 (+0.43%)
Updated
Jul 3 closing price
Net Assets
239.83M
DFREX
Price
$41.15
Change
+$0.05 (+0.12%)
Updated
Jul 3 closing price
Net Assets
6.95B
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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$16.46
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets239.83M
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
BRIFX vs DFREX Comparison Chart in %
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BRIFX vs. DFREX commentary
Jul 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 Buy and DFREX is a Buy.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BRIFX (240M). DFREX pays higher dividends than BRIFX: DFREX (2.56) vs BRIFX (1.41). 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 : 17.69 vs. DFREX (10.70). BRIFX return over 5 years is better than : 51.45 vs. DFREX (30.22).
BRIFXDFREXBRIFX / DFREX
Total Expense Ratio1.050.18583%
Annual Report Gross Expense Ratio1.270.20635%
Fund Existence8 years33 years-
Gain YTD0.1222.7674%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets240M6.95B3%
Annual Yield % from dividends1.412.5655%
Returns for 1 year17.6910.70165%
Returns for 3 years20.645.81355%
Returns for 5 years51.4530.22170%
Returns for 10 yearsN/A73.40-
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