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DFREX vs FSERX
DFREX vs FSERX Comparison
Open Charts DFREX vs FSERX
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
Franklin Real Estate Securities R6
Price$17.00
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets261.3M
DFREX vs FSERX Comparison Chart
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DFREX vs. FSERX commentary
Jan 19, 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 FSERX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.04B vs. FSERX (261M). DFREX pays higher dividends than FSERX: DFREX (3.25) vs FSERX (2.43). DFREX was incepted earlier than FSERX: DFREX (32 years) vs FSERX (12 years). FSERX is a more actively managed with annual turnover of: 10.69 vs. DFREX (3.00). DFREX has a lower initial minimum investment than FSERX: DFREX (0) vs FSERX (1000000). DFREX annual gain was more profitable for investors over the last year : 10.13 vs. FSERX (-0.45). DFREX return over 5 years is better than : 10.47 vs. FSERX (-10.72).
| DFREX | FSERX | DFREX / FSERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 0.249 | 0.413 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 261M | 2,699% |
| Annual Yield % from dividends | 3.25 | 2.43 | 134% |
| Returns for 1 year | 10.13 | -0.45 | -2,260% |
| Returns for 3 years | -9.43 | -20.05 | 47% |
| Returns for 5 years | 10.47 | -10.72 | -98% |
| Returns for 10 years | 52.05 | -11.17 | -466% |