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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$39.78
Change-$0.22 (-0.55%)
VolumeN/A
Net Assets6.7B
Fidelity Advisor Real Estate Income C
Price$11.84
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets5.28B
DFREX vs FRIOX Comparison Chart in %
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DFREX vs. FRIOX commentary
Aug 12, 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 Hold and FRIOX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.7B vs. FRIOX (5.28B). FRIOX pays higher dividends than DFREX: FRIOX (3.67) vs DFREX (2.60). DFREX was incepted earlier than FRIOX: DFREX (33 years) vs FRIOX (15 years). FRIOX (1.71) is less costly to investors than DFREX (0.20). FRIOX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIOX (0) have matching initial minimum investment requirements. FRIOX annual gain was more profitable for investors over the last year : 4.62 vs. DFREX (-1.71). FRIOX return over 5 years is better than : 26.62 vs. DFREX (23.45).
| DFREX | FRIOX | DFREX / FRIOX | |
| Total Expense Ratio | 0.18 | 1.71 | 11% |
| Annual Report Gross Expense Ratio | 0.20 | 1.71 | 12% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | -0.655 | 3.574 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 5.28B | 127% |
| Annual Yield % from dividends | 2.60 | 3.67 | 71% |
| Returns for 1 year | -1.71 | 4.62 | -37% |
| Returns for 3 years | -6.65 | 7.41 | -90% |
| Returns for 5 years | 23.45 | 26.62 | 88% |
| Returns for 10 years | 60.34 | 42.48 | 142% |
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