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DFREX vs FIKMX
DFREX vs FIKMX Comparison
Open Charts DFREX vs FIKMX
DFA Real Estate Securities I
Price$40.35
Change+$0.30 (+0.75%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Real Estate Income Z
Price$11.85
Change+$0.02 (+0.17%)
VolumeN/A
CapitalizationN/A
DFREX vs FIKMX Comparison Chart
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DFREX vs. FIKMX commentary
Dec 26, 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 Buy and FIKMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.05B vs. FIKMX (5B). 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. FIKMX annual gain was more profitable for investors over the last year : 8.51 vs. DFREX (6.65). FIKMX return over 5 years is better than : 17.32 vs. DFREX (14.25).
| 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 | 5.857 | 7.940 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.05B | 5B | 141% |
| Annual Yield % from dividends | 3.25 | 5.08 | 64% |
| Returns for 1 year | 6.65 | 8.51 | 78% |
| Returns for 3 years | -12.13 | 0.45 | -2,718% |
| Returns for 5 years | 14.25 | 17.32 | 82% |
| Returns for 10 years | 61.11 | N/A | - |
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