Ad is loading...
DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$39.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.78B
Fidelity Advisor Real Estate A
Price$16.14
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets196.63M
DFREX vs FHEAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. FHEAX commentary
Apr 24, 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 Buy and FHEAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.78B 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 : 12.72 vs. FHEAX (7.12). DFREX return over 5 years is better than : 38.30 vs. FHEAX (-0.39).
| 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 | -1.440 | -1.830 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 197M | 3,442% |
| Annual Yield % from dividends | 2.93 | 1.61 | 182% |
| Returns for 1 year | 12.72 | 7.12 | 179% |
| Returns for 3 years | -13.42 | -29.96 | 45% |
| Returns for 5 years | 38.30 | -0.39 | -9,770% |
| Returns for 10 years | 56.28 | -21.29 | -264% |
View a ticker or compare two or three
VS
VS
Ad is loading...