Interact to see
Advertisement
Advertisement
DFREX vs FHEIX
DFREX vs FHEIX Comparison
Open Charts DFREX vs FHEIX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.84B
Fidelity Advisor Real Estate I
Price$17.12
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets187.09M
DFREX vs FHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. FHEIX commentary
Sep 06, 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 FHEIX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. FHEIX (187M). DFREX pays higher dividends than FHEIX: DFREX (2.52) vs FHEIX (1.77). DFREX was incepted earlier than FHEIX: DFREX (33 years) vs FHEIX (23 years). FHEIX (0.77) is less costly to investors than DFREX (0.20). FHEIX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FHEIX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : -1.87 vs. FHEIX (-6.76). DFREX return over 5 years is better than : 28.98 vs. FHEIX (-6.69).
| DFREX | FHEIX | DFREX / FHEIX | |
| Total Expense Ratio | 0.18 | 0.77 | 23% |
| Annual Report Gross Expense Ratio | 0.20 | 0.77 | 26% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 3.566 | 2.847 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 187M | 3,659% |
| Annual Yield % from dividends | 2.52 | 1.77 | 142% |
| Returns for 1 year | -1.87 | -6.76 | 28% |
| Returns for 3 years | 6.34 | -11.80 | -54% |
| Returns for 5 years | 28.98 | -6.69 | -433% |
| Returns for 10 years | 82.39 | -5.06 | -1,628% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers