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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$40.29
Change+$0.22 (+0.55%)
VolumeN/A
Net Assets6.74B
Fidelity Advisor Real Estate M
Price$16.38
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets184.61M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.74B vs. FHETX (185M). DFREX pays higher dividends than FHETX: DFREX (2.60) vs FHETX (1.46). DFREX was incepted earlier than FHETX: DFREX (33 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 : -0.74 vs. FHETX (-5.63). DFREX return over 5 years is better than : 26.62 vs. FHETX (-10.35).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | 0.18 | 1.28 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.28 | 16% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 0.619 | 0.606 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 185M | 3,644% |
| Annual Yield % from dividends | 2.60 | 1.46 | 178% |
| Returns for 1 year | -0.74 | -5.63 | 13% |
| Returns for 3 years | -5.57 | -23.37 | 24% |
| Returns for 5 years | 26.62 | -10.35 | -257% |
| Returns for 10 years | 60.57 | -20.06 | -302% |
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