Ad is loading...
DFREX vs FHECX
DFREX vs FHECX Comparison
Open Charts DFREX vs FHECX
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
Fidelity Advisor Real Estate C
Price$15.50
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets197.66M
DFREX vs FHECX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. FHECX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.04B vs. FHECX (198M). DFREX pays higher dividends than FHECX: DFREX (3.25) vs FHECX (1.50). DFREX was incepted earlier than FHECX: DFREX (32 years) vs FHECX (22 years). FHECX is a more actively managed with annual turnover of: 31.00 vs. DFREX (3.00). DFREX (0) and FHECX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.13 vs. FHECX (2.85). DFREX return over 5 years is better than : 10.47 vs. FHECX (-24.79).
| DFREX | FHECX | DFREX / FHECX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.249 | 0.324 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 198M | 3,558% |
| Annual Yield % from dividends | 3.25 | 1.50 | 217% |
| Returns for 1 year | 10.13 | 2.85 | 356% |
| Returns for 3 years | -9.43 | -29.34 | 32% |
| Returns for 5 years | 10.47 | -24.79 | -42% |
| Returns for 10 years | 52.05 | -29.70 | -175% |
View a ticker or compare two or three
VS
VS
Ad is loading...