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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets7.01B
Fidelity Advisor Real Estate Z
Price$16.94
Change-$0.15 (-0.88%)
VolumeN/A
Net Assets189M
DFREX vs FIKJX Comparison Chart
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DFREX vs. FIKJX commentary
Jun 14, 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 FIKJX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.02B vs. FIKJX (189M). DFREX pays higher dividends than FIKJX: DFREX (2.95) vs FIKJX (2.01). DFREX was incepted earlier than FIKJX: DFREX (32 years) vs FIKJX (7 years). FIKJX (0.62) is less costly to investors than DFREX (0.20). FIKJX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FIKJX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.60 vs. FIKJX (6.61). DFREX return over 5 years is better than : 29.30 vs. FIKJX (-2.74).
| DFREX | FIKJX | DFREX / FIKJX | |
| Total Expense Ratio | 0.18 | 0.62 | 29% |
| Annual Report Gross Expense Ratio | 0.20 | 0.62 | 32% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 1.853 | 2.857 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 189M | 3,712% |
| Annual Yield % from dividends | 2.95 | 2.01 | 147% |
| Returns for 1 year | 10.60 | 6.61 | 161% |
| Returns for 3 years | 12.45 | -6.13 | -203% |
| Returns for 5 years | 29.30 | -2.74 | -1,068% |
| Returns for 10 years | 71.36 | N/A | - |
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