BRIUX
Price
$17.33
Change
+$0.09 (+0.52%)
Updated
Dec 24 closing price
Net Assets
261.82M
DFREX
Price
$39.78
Change
+$0.29 (+0.73%)
Updated
Dec 24 closing price
Net Assets
6.51B
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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$17.33
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets261.82M
DFA Real Estate Securities I
Price$39.78
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets6.51B
BRIUX vs DFREX Comparison Chart in %
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BRIUX vs. DFREX commentary
Dec 26, 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: 6.51B vs. BRIUX (262M). 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 : 4.95 vs. DFREX (-0.50). BRIUX return over 5 years is better than : 33.89 vs. DFREX (20.72).
BRIUXDFREXBRIUX / DFREX
Total Expense Ratio0.800.18444%
Annual Report Gross Expense Ratio0.900.20450%
Fund Existence8 years33 years-
Gain YTD4.765-0.179-2,669%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets262M6.51B4%
Annual Yield % from dividends1.662.5266%
Returns for 1 year4.95-0.50-990%
Returns for 3 years41.4416.25255%
Returns for 5 years33.8920.72164%
Returns for 10 yearsN/A57.80-
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