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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$40.75
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets6.76B
Fidelity Advisor Real Estate A
Price$16.42
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets183.9M
DFREX vs FHEAX Comparison Chart in %
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DFREX vs. FHEAX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.76B vs. FHEAX (184M). DFREX pays higher dividends than FHEAX: DFREX (2.51) vs FHEAX (1.68). 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 : -2.90 vs. FHEAX (-8.53). DFREX return over 5 years is better than : 25.17 vs. FHEAX (-11.08).
| 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 | 2.256 | 1.270 | 178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 184M | 3,676% |
| Annual Yield % from dividends | 2.51 | 1.68 | 150% |
| Returns for 1 year | -2.90 | -8.53 | 34% |
| Returns for 3 years | 24.69 | 2.74 | 902% |
| Returns for 5 years | 25.17 | -11.08 | -227% |
| Returns for 10 years | 64.88 | -14.06 | -462% |
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