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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$40.90
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets6.9B
Fidelity Advisor Real Estate Income C
Price$11.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.25B
DFREX vs FRIOX Comparison Chart in %
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DFREX vs. FRIOX commentary
Jul 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.9B vs. FRIOX (5.25B). FRIOX pays higher dividends than DFREX: FRIOX (3.58) vs DFREX (2.56). 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 : 5.62 vs. DFREX (2.64). DFREX (32.25) and FRIOX (31.04) 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 | 33 years | 15 years | - |
| Gain YTD | 2.142 | 3.312 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 5.25B | 131% |
| Annual Yield % from dividends | 2.56 | 3.58 | 72% |
| Returns for 1 year | 2.64 | 5.62 | 47% |
| Returns for 3 years | 7.24 | 12.30 | 59% |
| Returns for 5 years | 32.25 | 31.04 | 104% |
| Returns for 10 years | 67.78 | 42.74 | 159% |
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