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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$40.26
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.72B
Fidelity Advisor Real Estate M
Price$16.36
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets180.64M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Nov 20, 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 FHETX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. FHETX (181M). DFREX pays higher dividends than FHETX: DFREX (2.57) vs FHETX (1.41). DFREX was incepted earlier than FHETX: DFREX (33 years) vs FHETX (23 years). FHETX (1.29) is less costly to investors than DFREX (0.20). FHETX is a more actively managed with annual turnover of: 72.00 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 : -4.51 vs. FHETX (-10.04). DFREX return over 5 years is better than : 21.16 vs. FHETX (-12.11).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | 0.18 | 1.29 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.29 | 16% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 1.026 | 0.976 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 181M | 3,714% |
| Annual Yield % from dividends | 2.57 | 1.41 | 182% |
| Returns for 1 year | -4.51 | -10.04 | 45% |
| Returns for 3 years | 11.59 | -6.95 | -167% |
| Returns for 5 years | 21.16 | -12.11 | -175% |
| Returns for 10 years | 62.45 | -17.08 | -366% |
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