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DFREX vs FRIFX
DFREX vs FRIFX Comparison
Open Charts DFREX vs FRIFX
DFA Real Estate Securities I
Price$38.34
Change+$2.14 (+5.91%)
VolumeN/A
Net Assets6.24B
Fidelity Real Estate Income
Price$11.76
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets4.95B
DFREX vs FRIFX Comparison Chart
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DFREX vs. FRIFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.24B vs. FRIFX (4.95B). FRIFX pays higher dividends than DFREX: FRIFX (4.53) vs DFREX (2.93). 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. FRIFX annual gain was more profitable for investors over the last year : 4.99 vs. DFREX (-2.89). FRIFX return over 5 years is better than : 43.06 vs. DFREX (16.96).
| 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 | -9.675 | -1.619 | 598% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 4.95B | 126% |
| Annual Yield % from dividends | 2.93 | 4.53 | 65% |
| Returns for 1 year | -2.89 | 4.99 | -58% |
| Returns for 3 years | -20.68 | 1.70 | -1,217% |
| Returns for 5 years | 16.96 | 43.06 | 39% |
| Returns for 10 years | 43.39 | 48.03 | 90% |
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