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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$16.67
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets239.83M
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
BRIIX vs DFREX Comparison Chart in %
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BRIIX 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 BRIIX is a Buy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BRIIX (240M). DFREX pays higher dividends than BRIIX: DFREX (2.56) vs BRIIX (1.63). BRIIX was incepted earlier than DFREX: BRIIX (8 years) vs DFREX (33 years). BRIIX (0.90) is less costly to investors than DFREX (0.20). BRIIX is a more actively managed with annual turnover of: 131.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BRIIX: DFREX (0) vs BRIIX (1000000). BRIIX annual gain was more profitable for investors over the last year : 17.95 vs. DFREX (10.70). BRIIX return over 5 years is better than : 53.38 vs. DFREX (30.22).
| BRIIX | DFREX | BRIIX / DFREX | |
| Total Expense Ratio | 0.80 | 0.18 | 444% |
| Annual Report Gross Expense Ratio | 0.90 | 0.20 | 450% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 0.295 | 2.767 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 6.95B | 3% |
| Annual Yield % from dividends | 1.63 | 2.56 | 64% |
| Returns for 1 year | 17.95 | 10.70 | 168% |
| Returns for 3 years | 21.53 | 5.81 | 370% |
| Returns for 5 years | 53.38 | 30.22 | 177% |
| Returns for 10 years | N/A | 73.40 | - |
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