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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$17.23
Change+$0.40 (+2.38%)
VolumeN/A
Net Assets260.52M
DFA Real Estate Securities I
Price$40.45
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets6.53B
BRIUX vs DFREX Comparison Chart in %
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BRIUX vs. DFREX commentary
Feb 04, 2026
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: 6.53B vs. BRIUX (261M). DFREX pays higher dividends than BRIUX: DFREX (2.77) vs BRIUX (1.68). 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 (6.00). 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 : 4.03 vs. DFREX (2.98). BRIUX return over 5 years is better than : 28.18 vs. DFREX (19.65).
| 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 | 0.760 | 1.889 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 6.53B | 4% |
| Annual Yield % from dividends | 1.68 | 2.77 | 61% |
| Returns for 1 year | 4.03 | 2.98 | 135% |
| Returns for 3 years | 26.91 | 8.94 | 301% |
| Returns for 5 years | 28.18 | 19.65 | 143% |
| Returns for 10 years | N/A | 71.84 | - |
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