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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$39.87
Change-$1.65 (-3.97%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Real Estate Z
Price$17.81
Change-$0.72 (-3.89%)
VolumeN/A
CapitalizationN/A
DFREX vs FIKJX Comparison Chart
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DFREX vs. FIKJX commentary
Dec 19, 2024
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 StrongSell and FIKJX is a Sell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.25B vs. FIKJX (217M). DFREX pays higher dividends than FIKJX: DFREX (3.25) vs FIKJX (2.57). DFREX was incepted earlier than FIKJX: DFREX (32 years) vs FIKJX (6 years). FIKJX is a more actively managed with annual turnover of: 31.00 vs. DFREX (3.00). DFREX (0) and FIKJX (0) have matching initial minimum investment requirements. FIKJX annual gain was more profitable for investors over the last year : 11.36 vs. DFREX (10.48). DFREX return over 5 years is better than : 18.41 vs. FIKJX (-12.95).
| DFREX | FIKJX | DFREX / FIKJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 8.927 | 9.946 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.25B | 217M | 3,341% |
| Annual Yield % from dividends | 3.25 | 2.57 | 127% |
| Returns for 1 year | 10.48 | 11.36 | 92% |
| Returns for 3 years | -8.60 | -21.10 | 41% |
| Returns for 5 years | 18.41 | -12.95 | -142% |
| Returns for 10 years | 67.84 | N/A | - |