BRIUX
Price
$16.65
Change
+$0.07 (+0.42%)
Updated
Jul 3 closing price
Net Assets
239.83M
DFREX
Price
$41.15
Change
+$0.05 (+0.12%)
Updated
Jul 3 closing price
Net Assets
6.95B
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BRIUX vs DFREX

Header iconBRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREXBanner chart's image
Baron Real Estate Income R6
Price$16.65
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
BRIUX vs DFREX Comparison Chart in %
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BRIUX 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 BRIUX is a Buy and DFREX is a Buy.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. BRIUX (240M). DFREX pays higher dividends than BRIUX: DFREX (2.56) vs BRIUX (1.63). BRIUX was incepted earlier than DFREX: BRIUX (8 years) vs DFREX (33 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 : 17.98 vs. DFREX (10.70). BRIUX return over 5 years is better than : 53.34 vs. DFREX (30.22).
BRIUXDFREXBRIUX / DFREX
Total Expense Ratio0.800.18444%
Annual Report Gross Expense Ratio0.900.20450%
Fund Existence8 years33 years-
Gain YTD0.2362.7679%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets240M6.95B3%
Annual Yield % from dividends1.632.5664%
Returns for 1 year17.9810.70168%
Returns for 3 years21.565.81371%
Returns for 5 years53.3430.22177%
Returns for 10 yearsN/A73.40-
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