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DFREX vs FRIQX
DFREX vs FRIQX Comparison
Open Charts DFREX vs FRIQX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets7.01B
Fidelity Advisor Real Estate Income M
Price$12.07
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets5.12B
DFREX vs FRIQX Comparison Chart
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DFREX vs. FRIQX commentary
Jun 15, 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 FRIQX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.02B vs. FRIQX (5.12B). FRIQX pays higher dividends than DFREX: FRIQX (4.32) vs DFREX (2.95). DFREX was incepted earlier than FRIQX: DFREX (32 years) vs FRIQX (15 years). FRIQX (0.96) is less costly to investors than DFREX (0.20). FRIQX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIQX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.60 vs. FRIQX (8.58). FRIQX return over 5 years is better than : 35.64 vs. DFREX (29.30).
| DFREX | FRIQX | DFREX / FRIQX | |
| Total Expense Ratio | 0.18 | 0.96 | 19% |
| Annual Report Gross Expense Ratio | 0.20 | 0.96 | 21% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 1.853 | 3.159 | 59% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 5.12B | 137% |
| Annual Yield % from dividends | 2.95 | 4.32 | 68% |
| Returns for 1 year | 10.60 | 8.58 | 124% |
| Returns for 3 years | 12.45 | 16.26 | 77% |
| Returns for 5 years | 29.30 | 35.64 | 82% |
| Returns for 10 years | 71.36 | 53.55 | 133% |
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