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BRIUX vs DFREX
BRIUX vs DFREX Comparison
Open Charts BRIUX vs DFREX
Baron Real Estate Income R6
Price$17.36
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets265.62M
DFA Real Estate Securities I
Price$40.79
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.65B
BRIUX vs DFREX Comparison Chart in %
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BRIUX vs. DFREX commentary
Dec 05, 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 StrongBuy and DFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.65B vs. BRIUX (266M). DFREX pays higher dividends than BRIUX: DFREX (2.52) vs BRIUX (1.66). 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 : 1.07 vs. DFREX (-3.98). BRIUX return over 5 years is better than : 34.57 vs. DFREX (20.68).
| 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 | 4.916 | 2.356 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 6.65B | 4% |
| Annual Yield % from dividends | 1.66 | 2.52 | 66% |
| Returns for 1 year | 1.07 | -3.98 | -27% |
| Returns for 3 years | 35.86 | 10.46 | 343% |
| Returns for 5 years | 34.57 | 20.68 | 167% |
| Returns for 10 years | N/A | 64.69 | - |
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