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DFREX vs FHECX
DFREX vs FHECX Comparison
Open Charts DFREX vs FHECX
DFA Real Estate Securities I
Price$39.57
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets6.8B
Fidelity Advisor Real Estate C
Price$15.23
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets196.63M
DFREX vs FHECX Comparison Chart
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DFREX vs. FHECX commentary
Apr 25, 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: 6.8B vs. FHECX (197M). DFREX pays higher dividends than FHECX: DFREX (2.93) vs FHECX (1.05). 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 : 12.92 vs. FHECX (6.24). DFREX return over 5 years is better than : 38.54 vs. FHECX (-5.23).
| 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 | -1.266 | -1.748 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 197M | 3,454% |
| Annual Yield % from dividends | 2.93 | 1.05 | 280% |
| Returns for 1 year | 12.92 | 6.24 | 207% |
| Returns for 3 years | -13.00 | -32.03 | 41% |
| Returns for 5 years | 38.54 | -5.23 | -736% |
| Returns for 10 years | 56.55 | -28.32 | -200% |
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