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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$40.75
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets6.76B
Fidelity Advisor Real Estate M
Price$16.37
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets183.9M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Oct 09, 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: 6.76B vs. FHETX (184M). DFREX pays higher dividends than FHETX: DFREX (2.51) vs FHETX (1.40). 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 : -2.90 vs. FHETX (-8.79). DFREX return over 5 years is better than : 25.17 vs. FHETX (-12.14).
| 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 | 2.256 | 1.038 | 217% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 184M | 3,676% |
| Annual Yield % from dividends | 2.51 | 1.40 | 179% |
| Returns for 1 year | -2.90 | -8.79 | 33% |
| Returns for 3 years | 24.69 | 1.98 | 1,248% |
| Returns for 5 years | 25.17 | -12.14 | -207% |
| Returns for 10 years | 64.88 | -16.06 | -404% |
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