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DFREX vs FHEIX
DFREX vs FHEIX Comparison
Open Charts DFREX vs FHEIX
DFA Real Estate Securities I
Price$41.21
Change-$0.29 (-0.70%)
VolumeN/A
Net Assets7.17B
Fidelity Advisor Real Estate I
Price$17.31
Change-$0.18 (-1.03%)
VolumeN/A
Net Assets198.11M
DFREX vs FHEIX Comparison Chart
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DFREX vs. FHEIX commentary
Feb 23, 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 StrongBuy and FHEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B vs. FHEIX (198M). DFREX pays higher dividends than FHEIX: DFREX (3.25) vs FHEIX (2.42). DFREX was incepted earlier than FHEIX: DFREX (32 years) vs FHEIX (22 years). FHEIX is a more actively managed with annual turnover of: 31.00 vs. DFREX (3.00). DFREX (0) and FHEIX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 12.08 vs. FHEIX (6.18). DFREX return over 5 years is better than : 7.19 vs. FHEIX (-20.63).
| DFREX | FHEIX | DFREX / FHEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 2.461 | 3.467 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17B | 198M | 3,622% |
| Annual Yield % from dividends | 3.25 | 2.42 | 134% |
| Returns for 1 year | 12.08 | 6.18 | 196% |
| Returns for 3 years | -0.81 | -18.66 | 4% |
| Returns for 5 years | 7.19 | -20.63 | -35% |
| Returns for 10 years | 61.41 | -14.58 | -421% |
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