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DFREX vs FRIFX
DFREX vs FRIFX Comparison
Open Charts DFREX vs FRIFX
DFA Real Estate Securities I
Price$40.37
Change-$0.19 (-0.47%)
VolumeN/A
Net Assets6.97B
Fidelity Real Estate Income
Price$12.05
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets5.01B
DFREX vs FRIFX Comparison Chart
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DFREX vs. FRIFX 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 FRIFX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.97B vs. FRIFX (5.01B). FRIFX pays higher dividends than DFREX: FRIFX (4.60) vs DFREX (2.98). DFREX was incepted earlier than FRIFX: DFREX (32 years) vs FRIFX (22 years). FRIFX (0.67) is less costly to investors than DFREX (0.20). FRIFX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIFX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 13.76 vs. FRIFX (9.91). FRIFX return over 5 years is better than : 47.27 vs. DFREX (37.23).
| DFREX | FRIFX | DFREX / FRIFX | |
| Total Expense Ratio | 0.18 | 0.67 | 27% |
| Annual Report Gross Expense Ratio | 0.20 | 0.67 | 30% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.730 | 2.188 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 5.01B | 139% |
| Annual Yield % from dividends | 2.98 | 4.60 | 65% |
| Returns for 1 year | 13.76 | 9.91 | 139% |
| Returns for 3 years | 1.98 | 11.54 | 17% |
| Returns for 5 years | 37.23 | 47.27 | 79% |
| Returns for 10 years | 66.20 | 55.71 | 119% |
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