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DFREX vs FRIRX
DFREX vs FRIRX Comparison
Open Charts DFREX vs FRIRX
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
Fidelity Advisor Real Estate Income I
Price$12.13
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets4.95B
DFREX vs FRIRX Comparison Chart
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DFREX vs. FRIRX commentary
Apr 04, 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 FRIRX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. FRIRX (4.95B). FRIRX pays higher dividends than DFREX: FRIRX (4.56) vs DFREX (2.93). 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 : 13.29 vs. FRIRX (10.22). FRIRX return over 5 years is better than : 73.74 vs. DFREX (62.40).
| 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 | 2.901 | 2.780 | 104% |
| 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 | 4.56 | 64% |
| Returns for 1 year | 13.29 | 10.22 | 130% |
| Returns for 3 years | -9.29 | 5.16 | -180% |
| Returns for 5 years | 62.40 | 73.74 | 85% |
| Returns for 10 years | 57.27 | 53.70 | 107% |
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