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DFREX vs FHECX
DFREX vs FHECX Comparison
Open Charts DFREX vs FHECX
DFA Real Estate Securities I
Price$40.23
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.79B
Fidelity Advisor Real Estate C
Price$15.55
Change-$0.12 (-0.77%)
VolumeN/A
Net Assets184.61M
DFREX vs FHECX Comparison Chart in %
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DFREX vs. FHECX commentary
Aug 07, 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 FHECX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.79B vs. FHECX (185M). DFREX pays higher dividends than FHECX: DFREX (2.60) vs FHECX (1.07). DFREX was incepted earlier than FHECX: DFREX (33 years) vs FHECX (23 years). FHECX (1.78) is less costly to investors than DFREX (0.20). FHECX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FHECX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 0.00 vs. FHECX (-4.49). DFREX return over 5 years is better than : 24.17 vs. FHECX (-14.52).
| DFREX | FHECX | DFREX / FHECX | |
| Total Expense Ratio | 0.18 | 1.78 | 10% |
| Annual Report Gross Expense Ratio | 0.20 | 1.78 | 11% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 0.469 | 1.424 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 185M | 3,671% |
| Annual Yield % from dividends | 2.60 | 1.07 | 242% |
| Returns for 1 year | 0.00 | -4.49 | -0% |
| Returns for 3 years | -1.45 | -21.43 | 7% |
| Returns for 5 years | 24.17 | -14.52 | -166% |
| Returns for 10 years | 64.42 | -23.07 | -279% |
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