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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$41.21
Change-$0.29 (-0.70%)
VolumeN/A
Net Assets7.17B
Fidelity Advisor Real Estate A
Price$16.95
Change-$0.18 (-1.05%)
VolumeN/A
Net Assets198.11M
DFREX vs FHEAX Comparison Chart
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DFREX vs. FHEAX commentary
Feb 23, 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 StrongBuy and FHEAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B 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 : 12.08 vs. FHEAX (5.78). DFREX return over 5 years is better than : 7.19 vs. FHEAX (-21.97).
| 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 | 2.461 | 3.417 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17B | 198M | 3,622% |
| Annual Yield % from dividends | 3.25 | 2.16 | 150% |
| Returns for 1 year | 12.08 | 5.78 | 209% |
| Returns for 3 years | -0.81 | -19.62 | 4% |
| Returns for 5 years | 7.19 | -21.97 | -33% |
| Returns for 10 years | 61.41 | -17.29 | -355% |
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