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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$40.38
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets6.74B
Fidelity Advisor Real Estate Z
Price$16.83
Change-$0.13 (-0.77%)
VolumeN/A
Net Assets184.61M
DFREX vs FIKJX Comparison Chart in %
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DFREX vs. FIKJX commentary
Aug 08, 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: 6.74B vs. FIKJX (185M). DFREX pays higher dividends than FIKJX: DFREX (2.60) vs FIKJX (2.10). DFREX was incepted earlier than FIKJX: DFREX (33 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 : 1.16 vs. FIKJX (-2.92). DFREX return over 5 years is better than : 24.63 vs. FIKJX (-7.52).
| DFREX | FIKJX | DFREX / FIKJX | |
| Total Expense Ratio | 0.18 | 0.62 | 29% |
| Annual Report Gross Expense Ratio | 0.20 | 0.62 | 32% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 0.844 | 2.075 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 185M | 3,642% |
| Annual Yield % from dividends | 2.60 | 2.10 | 124% |
| Returns for 1 year | 1.16 | -2.92 | -40% |
| Returns for 3 years | -1.87 | -17.35 | 11% |
| Returns for 5 years | 24.63 | -7.52 | -327% |
| Returns for 10 years | 65.59 | N/A | - |
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