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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
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.
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).
| BRIUX | DFREX | BRIUX / 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 | 0.236 | 2.767 | 9% |
| 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 | 1.63 | 2.56 | 64% |
| Returns for 1 year | 17.98 | 10.70 | 168% |
| Returns for 3 years | 21.56 | 5.81 | 371% |
| Returns for 5 years | 53.34 | 30.22 | 177% |
| Returns for 10 years | N/A | 73.40 | - |
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