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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
Fidelity Advisor Real Estate Z
Price$16.74
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets197.66M
DFREX vs FIKJX Comparison Chart
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DFREX vs. FIKJX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.04B vs. FIKJX (198M). 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. DFREX annual gain was more profitable for investors over the last year : 10.13 vs. FIKJX (4.49). DFREX return over 5 years is better than : 10.47 vs. FIKJX (-18.60).
| 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 | 0.249 | 0.300 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 198M | 3,558% |
| Annual Yield % from dividends | 3.25 | 2.57 | 127% |
| Returns for 1 year | 10.13 | 4.49 | 226% |
| Returns for 3 years | -9.43 | -25.68 | 37% |
| Returns for 5 years | 10.47 | -18.60 | -56% |
| Returns for 10 years | 52.05 | N/A | - |