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DFREX vs FRIRX
DFREX vs FRIRX Comparison
Open Charts DFREX vs FRIRX
DFA Real Estate Securities I
Price$40.65
Change+$0.28 (+0.69%)
VolumeN/A
Net Assets6.99B
Fidelity Advisor Real Estate Income I
Price$12.01
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets5.01B
DFREX vs FRIRX Comparison Chart
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DFREX vs. FRIRX commentary
May 11, 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 FRIRX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. FRIRX (5.01B). FRIRX pays higher dividends than DFREX: FRIRX (4.61) vs DFREX (2.98). DFREX was incepted earlier than FRIRX: DFREX (32 years) vs FRIRX (15 years). FRIRX (0.70) is less costly to investors than DFREX (0.20). FRIRX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIRX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 12.24 vs. FRIRX (9.28). FRIRX return over 5 years is better than : 47.16 vs. DFREX (38.18).
| DFREX | FRIRX | DFREX / FRIRX | |
| Total Expense Ratio | 0.18 | 0.70 | 26% |
| Annual Report Gross Expense Ratio | 0.20 | 0.70 | 29% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 1.429 | 2.105 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 5.01B | 139% |
| Annual Yield % from dividends | 2.98 | 4.61 | 65% |
| Returns for 1 year | 12.24 | 9.28 | 132% |
| Returns for 3 years | 4.54 | 11.79 | 39% |
| Returns for 5 years | 38.18 | 47.16 | 81% |
| Returns for 10 years | 66.78 | 55.55 | 120% |
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