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DFREX vs FRIRX
DFREX vs FRIRX Comparison
Open Charts DFREX vs FRIRX
DFA Real Estate Securities I
Price$40.29
Change-$0.75 (-1.83%)
VolumeN/A
Net Assets7.17B
Fidelity Advisor Real Estate Income I
Price$11.92
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets4.87B
DFREX vs FRIRX Comparison Chart
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DFREX vs. FRIRX commentary
Jan 24, 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 FRIRX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B vs. FRIRX (4.87B). FRIRX pays higher dividends than DFREX: FRIRX (4.95) vs DFREX (3.25). DFREX was incepted earlier than FRIRX: DFREX (32 years) vs FRIRX (15 years). FRIRX is a more actively managed with annual turnover of: 17.00 vs. DFREX (3.00). DFREX (0) and FRIRX (0) have matching initial minimum investment requirements. DFREX (9.01) and FRIRX (8.91) have marching annual gain over last year. FRIRX return over 5 years is better than : 14.95 vs. DFREX (9.37).
| DFREX | FRIRX | DFREX / FRIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 0.174 | 0.421 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17B | 4.87B | 147% |
| Annual Yield % from dividends | 3.25 | 4.95 | 66% |
| Returns for 1 year | 9.01 | 8.91 | 101% |
| Returns for 3 years | -6.87 | 2.29 | -300% |
| Returns for 5 years | 9.37 | 14.95 | 63% |
| Returns for 10 years | 49.78 | 51.48 | 97% |
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