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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$40.48
Change-$1.04 (-2.50%)
VolumeN/A
Net Assets7.04B
Fidelity Advisor Real Estate Income C
Price$11.88
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets5.12B
DFREX vs FRIOX Comparison Chart in %
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DFREX vs. FRIOX commentary
Jun 27, 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 FRIOX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.04B vs. FRIOX (5.12B). FRIOX pays higher dividends than DFREX: FRIOX (3.61) vs DFREX (2.95). 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 : 10.17 vs. FRIOX (8.33). DFREX return over 5 years is better than : 34.60 vs. FRIOX (32.86).
| 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 | 1.005 | 3.372 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 5.12B | 138% |
| Annual Yield % from dividends | 2.95 | 3.61 | 82% |
| Returns for 1 year | 10.17 | 8.33 | 122% |
| Returns for 3 years | 3.55 | 11.98 | 30% |
| Returns for 5 years | 34.60 | 32.86 | 105% |
| Returns for 10 years | 72.13 | 44.20 | 163% |
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