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DFREX vs FRIFX
DFREX vs FRIFX Comparison
Open Charts DFREX vs FRIFX
DFA Real Estate Securities I
Price$40.38
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets6.74B
Fidelity Real Estate Income
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.28B
DFREX vs FRIFX Comparison Chart in %
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DFREX vs. FRIFX commentary
Aug 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: 6.74B vs. FRIFX (5.28B). FRIFX pays higher dividends than DFREX: FRIFX (4.69) vs DFREX (2.60). DFREX was incepted earlier than FRIFX: DFREX (33 years) vs FRIFX (23 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. FRIFX annual gain was more profitable for investors over the last year : 6.36 vs. DFREX (1.16). FRIFX return over 5 years is better than : 34.40 vs. DFREX (24.63).
| DFREX | FRIFX | DFREX / FRIFX | |
| Total Expense Ratio | 0.18 | 0.67 | 27% |
| Annual Report Gross Expense Ratio | 0.20 | 0.67 | 30% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 0.844 | 4.471 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 5.28B | 128% |
| Annual Yield % from dividends | 2.60 | 4.69 | 55% |
| Returns for 1 year | 1.16 | 6.36 | 18% |
| Returns for 3 years | -1.87 | 12.28 | -15% |
| Returns for 5 years | 24.63 | 34.40 | 72% |
| Returns for 10 years | 65.59 | 59.19 | 111% |
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