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DFREX vs FIKMX
DFREX vs FIKMX Comparison
Open Charts DFREX vs FIKMX
DFA Real Estate Securities I
Price$42.33
Change+$0.42 (+1.00%)
VolumeN/A
Net Assets7.29B
Fidelity Advisor Real Estate Income Z
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets4.99B
DFREX vs FIKMX Comparison Chart
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DFREX vs. FIKMX commentary
Mar 06, 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 StrongBuy and FIKMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.29B vs. FIKMX (4.99B). FIKMX pays higher dividends than DFREX: FIKMX (5.08) vs DFREX (3.25). DFREX was incepted earlier than FIKMX: DFREX (32 years) vs FIKMX (6 years). FIKMX is a more actively managed with annual turnover of: 17.00 vs. DFREX (3.00). DFREX (0) and FIKMX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 13.36 vs. FIKMX (10.53). FIKMX (20.98) and DFREX (20.39) have equivalent 5 years return.
| DFREX | FIKMX | DFREX / FIKMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 5.246 | 3.204 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.29B | 4.99B | 146% |
| Annual Yield % from dividends | 3.25 | 5.08 | 64% |
| Returns for 1 year | 13.36 | 10.53 | 127% |
| Returns for 3 years | -2.42 | 6.90 | -35% |
| Returns for 5 years | 20.39 | 20.98 | 97% |
| Returns for 10 years | 72.52 | N/A | - |
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