Ad is loading...
DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$38.66
Change-$0.93 (-2.35%)
VolumeN/A
Net Assets6.92B
Fidelity Advisor Real Estate M
Price$16.03
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets197.66M
DFREX vs FHETX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. FHETX commentary
Jan 11, 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: 6.92B vs. FHETX (198M). DFREX pays higher dividends than FHETX: DFREX (3.25) vs FHETX (1.99). DFREX was incepted earlier than FHETX: DFREX (32 years) vs FHETX (22 years). FHETX is a more actively managed with annual turnover of: 31.00 vs. DFREX (3.00). DFREX (0) and FHETX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 4.69 vs. FHETX (-1.24). DFREX return over 5 years is better than : 11.21 vs. FHETX (-20.99).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -1.566 | -1.717 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 198M | 3,494% |
| Annual Yield % from dividends | 3.25 | 1.99 | 163% |
| Returns for 1 year | 4.69 | -1.24 | -377% |
| Returns for 3 years | -13.16 | -30.71 | 43% |
| Returns for 5 years | 11.21 | -20.99 | -53% |
| Returns for 10 years | 52.13 | -24.29 | -215% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers