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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
Fidelity Advisor Real Estate Income C
Price$11.85
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets4.95B
DFREX vs FRIOX Comparison Chart
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DFREX vs. FRIOX commentary
Apr 05, 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 StrongBuy and FRIOX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. FRIOX (4.95B). FRIOX pays higher dividends than DFREX: FRIOX (3.59) vs DFREX (2.93). 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 : 13.29 vs. FRIOX (9.25). FRIOX (65.11) and DFREX (62.40) 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 | 2.901 | 2.580 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 4.95B | 144% |
| Annual Yield % from dividends | 2.93 | 3.59 | 82% |
| Returns for 1 year | 13.29 | 9.25 | 144% |
| Returns for 3 years | -9.29 | 2.05 | -453% |
| Returns for 5 years | 62.40 | 65.11 | 96% |
| Returns for 10 years | 57.27 | 38.67 | 148% |
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