BRIFX
Price
$17.02
Change
+$0.39 (+2.35%)
Updated
Feb 3 closing price
Net Assets
260.52M
DFREX
Price
$40.45
Change
-$0.10 (-0.25%)
Updated
Feb 3 closing price
Net Assets
6.53B
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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$17.02
Change+$0.39 (+2.35%)
VolumeN/A
Net Assets260.52M
DFA Real Estate Securities I
Price$40.45
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets6.53B
BRIFX vs DFREX Comparison Chart in %
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BRIFX vs. DFREX commentary
Feb 04, 2026

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: 6.53B vs. BRIFX (261M). DFREX pays higher dividends than BRIFX: DFREX (2.77) vs BRIFX (1.46). 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 (6.00). 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 : 3.71 vs. DFREX (2.98). BRIFX return over 5 years is better than : 26.53 vs. DFREX (19.65).
BRIFXDFREXBRIFX / DFREX
Total Expense Ratio1.050.18583%
Annual Report Gross Expense Ratio1.270.20635%
Fund Existence8 years33 years-
Gain YTD0.7101.88938%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets261M6.53B4%
Annual Yield % from dividends1.462.7753%
Returns for 1 year3.712.98125%
Returns for 3 years25.988.94291%
Returns for 5 years26.5319.65135%
Returns for 10 yearsN/A71.84-
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