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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
Fidelity Advisor Real Estate A
Price$16.48
Change-$0.56 (-3.29%)
VolumeN/A
Net Assets196.63M
DFREX vs FHEAX Comparison Chart
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DFREX vs. FHEAX commentary
Apr 04, 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 DFREX is a StrongBuy and FHEAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. FHEAX (197M). DFREX pays higher dividends than FHEAX: DFREX (2.93) vs FHEAX (1.61). DFREX was incepted earlier than FHEAX: DFREX (32 years) vs FHEAX (23 years). FHEAX (1.03) is less costly to investors than DFREX (0.20). FHEAX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FHEAX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 13.29 vs. FHEAX (7.93). DFREX return over 5 years is better than : 62.40 vs. FHEAX (19.13).
| DFREX | FHEAX | DFREX / FHEAX | |
| Total Expense Ratio | 0.18 | 1.03 | 17% |
| Annual Report Gross Expense Ratio | 0.20 | 1.03 | 19% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.901 | 3.966 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 197M | 3,616% |
| Annual Yield % from dividends | 2.93 | 1.61 | 182% |
| Returns for 1 year | 13.29 | 7.93 | 168% |
| Returns for 3 years | -9.29 | -25.98 | 36% |
| Returns for 5 years | 62.40 | 19.13 | 326% |
| Returns for 10 years | 57.27 | -19.52 | -293% |