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DFREX vs FHECX
DFREX vs FHECX Comparison
Open Charts DFREX vs FHECX
DFA Real Estate Securities I
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets6.94B
Fidelity Advisor Real Estate C
Price$15.72
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets189M
DFREX vs FHECX Comparison Chart
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DFREX vs. FHECX commentary
Jun 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 Buy and FHECX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.94B vs. FHECX (189M). DFREX pays higher dividends than FHECX: DFREX (2.95) vs FHECX (1.06). 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 : 11.17 vs. FHECX (4.26). DFREX return over 5 years is better than : 23.63 vs. FHECX (-15.66).
| 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 | 2.028 | 1.230 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 189M | 3,671% |
| Annual Yield % from dividends | 2.95 | 1.06 | 277% |
| Returns for 1 year | 11.17 | 4.26 | 262% |
| Returns for 3 years | -0.75 | -22.97 | 3% |
| Returns for 5 years | 23.63 | -15.66 | -151% |
| Returns for 10 years | 74.38 | -20.19 | -368% |
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