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DFREX vs FHECX
DFREX vs FHECX Comparison
Open Charts DFREX vs FHECX
DFA Real Estate Securities I
Price$40.76
Change-$0.47 (-1.14%)
VolumeN/A
Net Assets7.15B
Fidelity Advisor Real Estate C
Price$15.72
Change-$0.14 (-0.88%)
VolumeN/A
Net Assets204.41M
DFREX vs FHECX Comparison Chart
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DFREX vs. FHECX commentary
Mar 12, 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 FHECX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.15B vs. FHECX (204M). DFREX pays higher dividends than FHECX: DFREX (2.83) vs FHECX (1.02). DFREX was incepted earlier than FHECX: DFREX (32 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 : 9.69 vs. FHECX (2.33). DFREX return over 5 years is better than : 30.78 vs. FHECX (-9.12).
| DFREX | FHECX | DFREX / FHECX | |
| Total Expense Ratio | 0.18 | 1.78 | 10% |
| Annual Report Gross Expense Ratio | 0.20 | 1.78 | 11% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.506 | 4.013 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.15B | 204M | 3,506% |
| Annual Yield % from dividends | 2.83 | 1.02 | 277% |
| Returns for 1 year | 9.69 | 2.33 | 416% |
| Returns for 3 years | -2.47 | -22.80 | 11% |
| Returns for 5 years | 30.78 | -9.12 | -337% |
| Returns for 10 years | 65.50 | -23.36 | -280% |
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