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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$40.26
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.72B
Fidelity Advisor Real Estate A
Price$16.32
Change-$0.14 (-0.85%)
VolumeN/A
Net Assets180.64M
DFREX vs FHEAX Comparison Chart in %
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DFREX vs. FHEAX commentary
Nov 20, 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 Hold and FHEAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. FHEAX (181M). DFREX pays higher dividends than FHEAX: DFREX (2.57) vs FHEAX (1.69). DFREX was incepted earlier than FHEAX: DFREX (33 years) vs FHEAX (23 years). FHEAX (1.04) is less costly to investors than DFREX (0.20). FHEAX is a more actively managed with annual turnover of: 72.00 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 : -4.51 vs. FHEAX (-9.77). DFREX return over 5 years is better than : 21.16 vs. FHEAX (-10.99).
| DFREX | FHEAX | DFREX / FHEAX | |
| Total Expense Ratio | 0.18 | 1.04 | 17% |
| Annual Report Gross Expense Ratio | 0.20 | 1.04 | 19% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 1.026 | 1.270 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 181M | 3,714% |
| Annual Yield % from dividends | 2.57 | 1.69 | 152% |
| Returns for 1 year | -4.51 | -9.77 | 46% |
| Returns for 3 years | 11.59 | -6.17 | -188% |
| Returns for 5 years | 21.16 | -10.99 | -193% |
| Returns for 10 years | 62.45 | -15.05 | -415% |
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