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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets6.94B
Fidelity Advisor Real Estate M
Price$16.60
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets189M
DFREX vs FHETX Comparison Chart
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DFREX vs. FHETX 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 FHETX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.94B vs. FHETX (189M). DFREX pays higher dividends than FHETX: DFREX (2.95) vs FHETX (1.40). DFREX was incepted earlier than FHETX: DFREX (32 years) vs FHETX (23 years). FHETX (1.28) is less costly to investors than DFREX (0.20). FHETX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FHETX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 11.17 vs. FHETX (5.34). DFREX return over 5 years is better than : 23.63 vs. FHETX (-12.01).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | 0.18 | 1.28 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.28 | 16% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.028 | 1.588 | 128% |
| Front Load | N/A | 4% | - |
| 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 | 1.40 | 211% |
| Returns for 1 year | 11.17 | 5.34 | 209% |
| Returns for 3 years | -0.75 | -20.74 | 4% |
| Returns for 5 years | 23.63 | -12.01 | -197% |
| Returns for 10 years | 74.38 | -13.98 | -532% |
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