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DFREX vs FIKMX
DFREX vs FIKMX Comparison
Open Charts DFREX vs FIKMX
DFA Real Estate Securities I
Price$42.93
Change+$0.25 (+0.59%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Real Estate Income Z
Price$12.15
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
DFREX vs FIKMX Comparison Chart
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DFREX vs. FIKMX commentary
Nov 14, 2024
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 Sell and FIKMX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.45B vs. FIKMX (4.96B). 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 : 24.18 vs. FIKMX (16.07). DFREX (19.16) and FIKMX (18.95) 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 | 10.907 | 9.041 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.45B | 4.96B | 150% |
| Annual Yield % from dividends | 3.25 | 5.08 | 64% |
| Returns for 1 year | 24.18 | 16.07 | 150% |
| Returns for 3 years | -5.74 | 2.16 | -266% |
| Returns for 5 years | 19.16 | 18.95 | 101% |
| Returns for 10 years | 78.77 | N/A | - |
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