Interact to see
Advertisement
Advertisement
BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$17.09
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets261.41M
DFA Real Estate Securities I
Price$41.45
Change+$0.27 (+0.66%)
VolumeN/A
Net Assets6.84B
BRIUX vs DFREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRIUX vs. DFREX commentary
Oct 19, 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: 6.84B vs. BRIUX (261M). DFREX pays higher dividends than BRIUX: DFREX (2.51) vs BRIUX (1.69). 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 : 3.03 vs. DFREX (-3.69). BRIUX return over 5 years is better than : 45.52 vs. DFREX (31.03).
| 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 | 3.344 | 4.012 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 6.84B | 4% |
| Annual Yield % from dividends | 1.69 | 2.51 | 67% |
| Returns for 1 year | 3.03 | -3.69 | -82% |
| Returns for 3 years | 44.91 | 22.95 | 196% |
| Returns for 5 years | 45.52 | 31.03 | 147% |
| Returns for 10 years | N/A | 63.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers