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BRIIX vs DFREX
BRIIX vs DFREX Comparison
Open Charts BRIIX vs DFREX
Baron Real Estate Income Institutional
Price$16.43
Change-$0.19 (-1.14%)
VolumeN/A
Net Assets239.83M
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
BRIIX vs DFREX Comparison Chart
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BRIIX 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 BRIIX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BRIIX (240M). DFREX pays higher dividends than BRIIX: DFREX (2.95) vs BRIIX (1.40). BRIIX was incepted earlier than DFREX: BRIIX (7 years) vs DFREX (32 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 : 17.04 vs. DFREX (10.60). BRIIX return over 5 years is better than : 52.79 vs. DFREX (29.30).
| BRIIX | DFREX | BRIIX / DFREX | |
| Total Expense Ratio | 0.80 | 0.18 | 444% |
| Annual Report Gross Expense Ratio | 0.90 | 0.20 | 450% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -1.702 | 1.853 | -92% |
| 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 | 1.40 | 2.95 | 47% |
| Returns for 1 year | 17.04 | 10.60 | 161% |
| Returns for 3 years | 25.71 | 12.45 | 207% |
| Returns for 5 years | 52.79 | 29.30 | 180% |
| Returns for 10 years | N/A | 71.36 | - |
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