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BRIFX vs DFREX
BRIFX vs DFREX Comparison
Open Charts BRIFX vs DFREX
Baron Real Estate Income Retail
Price$16.21
Change-$0.19 (-1.16%)
VolumeN/A
Net Assets239.83M
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
BRIFX vs DFREX Comparison Chart
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BRIFX vs. DFREX commentary
Jun 15, 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: 6.95B vs. BRIFX (240M). DFREX pays higher dividends than BRIFX: DFREX (2.95) vs BRIFX (1.18). BRIFX was incepted earlier than DFREX: BRIFX (7 years) vs DFREX (32 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 : 16.69 vs. DFREX (10.60). BRIFX return over 5 years is better than : 50.71 vs. DFREX (29.30).
| BRIFX | DFREX | BRIFX / DFREX | |
| Total Expense Ratio | 1.05 | 0.18 | 583% |
| Annual Report Gross Expense Ratio | 1.27 | 0.20 | 635% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -1.900 | 1.853 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 6.95B | 3% |
| Annual Yield % from dividends | 1.18 | 2.95 | 40% |
| Returns for 1 year | 16.69 | 10.60 | 157% |
| Returns for 3 years | 24.73 | 12.45 | 199% |
| Returns for 5 years | 50.71 | 29.30 | 173% |
| Returns for 10 years | N/A | 71.36 | - |
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