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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$40.47
Change+$0.12 (+0.30%)
VolumeN/A
Net Assets6.84B
Fidelity Advisor Real Estate A
Price$16.48
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets189M
DFREX vs FHEAX Comparison Chart in %
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DFREX vs. FHEAX commentary
Jun 28, 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: 6.84B vs. FHEAX (189M). DFREX pays higher dividends than FHEAX: DFREX (2.95) vs FHEAX (1.64). DFREX was incepted earlier than FHEAX: DFREX (33 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 : 9.38 vs. FHEAX (3.75). DFREX return over 5 years is better than : 34.68 vs. FHEAX (-2.50).
| DFREX | FHEAX | DFREX / FHEAX | |
| Total Expense Ratio | 0.18 | 1.03 | 17% |
| Annual Report Gross Expense Ratio | 0.20 | 1.03 | 19% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 1.069 | 0.412 | 260% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 189M | 3,617% |
| Annual Yield % from dividends | 2.95 | 1.64 | 180% |
| Returns for 1 year | 9.38 | 3.75 | 250% |
| Returns for 3 years | 4.96 | -15.26 | -33% |
| Returns for 5 years | 34.68 | -2.50 | -1,386% |
| Returns for 10 years | 74.72 | -12.13 | -616% |
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