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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$40.37
Change-$0.19 (-0.47%)
VolumeN/A
Net Assets6.97B
Fidelity Advisor Real Estate Z
Price$16.79
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets188.78M
DFREX vs FIKJX Comparison Chart
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DFREX vs. FIKJX commentary
May 09, 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: 6.97B vs. FIKJX (189M). DFREX pays higher dividends than FIKJX: DFREX (2.98) vs FIKJX (2.03). 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 : 13.76 vs. FIKJX (9.59). DFREX return over 5 years is better than : 37.23 vs. FIKJX (1.25).
| 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 | 0.730 | 1.078 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 189M | 3,687% |
| Annual Yield % from dividends | 2.98 | 2.03 | 147% |
| Returns for 1 year | 13.76 | 9.59 | 143% |
| Returns for 3 years | 1.98 | -15.14 | -13% |
| Returns for 5 years | 37.23 | 1.25 | 2,970% |
| Returns for 10 years | 66.20 | N/A | - |