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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$38.34
Change+$2.14 (+5.91%)
VolumeN/A
Net Assets6.24B
Fidelity Advisor Real Estate Z
Price$16.06
Change+$0.92 (+6.08%)
VolumeN/A
Net Assets196.63M
DFREX vs FIKJX Comparison Chart
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DFREX vs. FIKJX commentary
Apr 11, 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 FIKJX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.24B vs. FIKJX (197M). DFREX pays higher dividends than FIKJX: DFREX (2.93) vs FIKJX (1.98). 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 : -2.89 vs. FIKJX (-7.31). DFREX return over 5 years is better than : 16.96 vs. FIKJX (-12.87).
| 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 | -9.675 | -9.287 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 197M | 3,170% |
| Annual Yield % from dividends | 2.93 | 1.98 | 148% |
| Returns for 1 year | -2.89 | -7.31 | 39% |
| Returns for 3 years | -20.68 | -34.10 | 61% |
| Returns for 5 years | 16.96 | -12.87 | -132% |
| Returns for 10 years | 43.39 | N/A | - |