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DFREX vs FRIRX
DFREX vs FRIRX Comparison
Open Charts DFREX vs FRIRX
DFA Real Estate Securities I
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets6.94B
Fidelity Advisor Real Estate Income I
Price$12.07
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets5.12B
DFREX vs FRIRX Comparison Chart
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DFREX vs. FRIRX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.94B vs. FRIRX (5.12B). FRIRX pays higher dividends than DFREX: FRIRX (4.58) vs DFREX (2.95). 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 : 11.17 vs. FRIRX (8.50). FRIRX return over 5 years is better than : 34.38 vs. DFREX (23.63).
| 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 | 2.028 | 2.700 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 5.12B | 136% |
| Annual Yield % from dividends | 2.95 | 4.58 | 64% |
| Returns for 1 year | 11.17 | 8.50 | 131% |
| Returns for 3 years | -0.75 | 9.73 | -8% |
| Returns for 5 years | 23.63 | 34.38 | 69% |
| Returns for 10 years | 74.38 | 57.92 | 128% |
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