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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$39.92
Change-$1.02 (-2.49%)
VolumeN/A
Net Assets7.01B
Fidelity Advisor Real Estate Income C
Price$11.72
Change-$0.09 (-0.76%)
VolumeN/A
Net Assets5.01B
DFREX vs FRIOX Comparison Chart
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DFREX vs. FRIOX commentary
May 22, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.01B vs. FRIOX (5.01B). FRIOX pays higher dividends than DFREX: FRIOX (3.63) vs DFREX (2.98). DFREX was incepted earlier than FRIOX: DFREX (32 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. DFREX annual gain was more profitable for investors over the last year : 8.39 vs. FRIOX (7.81). FRIOX (39.60) and DFREX (38.33) have equivalent 5 years return.
| DFREX | FRIOX | DFREX / FRIOX | |
| Total Expense Ratio | 0.18 | 1.71 | 11% |
| Annual Report Gross Expense Ratio | 0.20 | 1.71 | 12% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -0.392 | 2.247 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 5.01B | 140% |
| Annual Yield % from dividends | 2.98 | 3.63 | 82% |
| Returns for 1 year | 8.39 | 7.81 | 107% |
| Returns for 3 years | 1.54 | 9.19 | 17% |
| Returns for 5 years | 38.33 | 39.60 | 97% |
| Returns for 10 years | 62.73 | 40.47 | 155% |
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