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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$39.57
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets6.8B
Fidelity Advisor Real Estate M
Price$16.09
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets196.63M
DFREX vs FHETX Comparison Chart
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DFREX vs. FHETX commentary
Apr 25, 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: 6.8B vs. FHETX (197M). DFREX pays higher dividends than FHETX: DFREX (2.93) vs FHETX (1.38). 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 : 12.92 vs. FHETX (7.15). DFREX return over 5 years is better than : 38.54 vs. FHETX (-1.29).
| 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 | -1.266 | -1.655 | 76% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 197M | 3,454% |
| Annual Yield % from dividends | 2.93 | 1.38 | 213% |
| Returns for 1 year | 12.92 | 7.15 | 181% |
| Returns for 3 years | -13.00 | -30.20 | 43% |
| Returns for 5 years | 38.54 | -1.29 | -2,979% |
| Returns for 10 years | 56.55 | -22.90 | -247% |
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