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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$16.41
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
BRIUX vs DFREX Comparison Chart
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BRIUX vs. DFREX commentary
Jun 16, 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 BRIUX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BRIUX (240M). DFREX pays higher dividends than BRIUX: DFREX (2.95) vs BRIUX (1.40). BRIUX was incepted earlier than DFREX: BRIUX (7 years) vs DFREX (32 years). BRIUX (0.90) is less costly to investors than DFREX (0.20). BRIUX is a more actively managed with annual turnover of: 131.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than BRIUX: DFREX (0) vs BRIUX (5000000). BRIUX annual gain was more profitable for investors over the last year : 16.98 vs. DFREX (10.60). BRIUX return over 5 years is better than : 52.62 vs. DFREX (29.30).
| BRIUX | DFREX | BRIUX / 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 | -1.763 | 1.853 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 6.95B | 3% |
| Annual Yield % from dividends | 1.40 | 2.95 | 48% |
| Returns for 1 year | 16.98 | 10.60 | 160% |
| Returns for 3 years | 25.66 | 12.45 | 206% |
| Returns for 5 years | 52.62 | 29.30 | 180% |
| Returns for 10 years | N/A | 71.36 | - |
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