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DFREX vs FIKMX
DFREX vs FIKMX Comparison
Open Charts DFREX vs FIKMX
DFA Real Estate Securities I
Price$39.56
Change+$0.64 (+1.64%)
VolumeN/A
Net Assets6.81B
Fidelity Advisor Real Estate Income Z
Price$11.83
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets4.95B
DFREX vs FIKMX Comparison Chart
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DFREX vs. FIKMX commentary
Apr 19, 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 FIKMX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.81B vs. FIKMX (4.95B). FIKMX pays higher dividends than DFREX: FIKMX (4.69) vs DFREX (2.93). DFREX was incepted earlier than FIKMX: DFREX (32 years) vs FIKMX (7 years). FIKMX (0.57) is less costly to investors than DFREX (0.20). FIKMX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FIKMX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 15.65 vs. FIKMX (10.02). FIKMX return over 5 years is better than : 47.78 vs. DFREX (32.35).
| DFREX | FIKMX | DFREX / FIKMX | |
| Total Expense Ratio | 0.18 | 0.57 | 32% |
| Annual Report Gross Expense Ratio | 0.20 | 0.57 | 35% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -1.291 | 0.269 | -481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 4.95B | 138% |
| Annual Yield % from dividends | 2.93 | 4.69 | 63% |
| Returns for 1 year | 15.65 | 10.02 | 156% |
| Returns for 3 years | -12.01 | 4.81 | -250% |
| Returns for 5 years | 32.35 | 47.78 | 68% |
| Returns for 10 years | 57.78 | N/A | - |
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