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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$40.35
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets6.86B
Fidelity Advisor Real Estate M
Price$16.32
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets189M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Jun 27, 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: 6.86B 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 : 10.35 vs. FHETX (4.85). DFREX return over 5 years is better than : 34.60 vs. FHETX (-3.28).
| 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 | 1.005 | 0.667 | 151% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 189M | 3,632% |
| Annual Yield % from dividends | 2.95 | 1.40 | 211% |
| Returns for 1 year | 10.35 | 4.85 | 214% |
| Returns for 3 years | 3.72 | -16.57 | -22% |
| Returns for 5 years | 34.60 | -3.28 | -1,055% |
| Returns for 10 years | 74.84 | -13.74 | -545% |
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