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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
Fidelity Advisor Real Estate A
Price$16.45
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets197.66M
DFREX vs FHEAX Comparison Chart
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DFREX vs. FHEAX commentary
Jan 19, 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: 7.04B vs. FHEAX (198M). DFREX pays higher dividends than FHEAX: DFREX (3.25) vs FHEAX (2.16). DFREX was incepted earlier than FHEAX: DFREX (32 years) vs FHEAX (22 years). FHEAX is a more actively managed with annual turnover of: 31.00 vs. DFREX (3.00). DFREX (0) and FHEAX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.13 vs. FHEAX (4.00). DFREX return over 5 years is better than : 10.47 vs. FHEAX (-20.69).
| DFREX | FHEAX | DFREX / FHEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.249 | 0.366 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 198M | 3,558% |
| Annual Yield % from dividends | 3.25 | 2.16 | 150% |
| Returns for 1 year | 10.13 | 4.00 | 253% |
| Returns for 3 years | -9.43 | -26.88 | 35% |
| Returns for 5 years | 10.47 | -20.69 | -51% |
| Returns for 10 years | 52.05 | -22.53 | -231% |
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