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DFREX vs FSERX
DFREX vs FSERX Comparison
Open Charts DFREX vs FSERX
DFA Real Estate Securities I
Price$39.57
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets6.8B
Franklin Real Estate Securities R6
Price$16.86
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets248.66M
DFREX vs FSERX Comparison Chart
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DFREX vs. FSERX commentary
Apr 25, 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 FSERX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.8B vs. FSERX (249M). DFREX pays higher dividends than FSERX: DFREX (2.93) vs FSERX (2.50). DFREX was incepted earlier than FSERX: DFREX (32 years) vs FSERX (12 years). FSERX (0.72) is less costly to investors than DFREX (0.20). FSERX is a more actively managed with annual turnover of: 17.38 vs. DFREX (4.00). 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 : 12.92 vs. FSERX (4.47). DFREX return over 5 years is better than : 38.54 vs. FSERX (9.56).
| DFREX | FSERX | DFREX / FSERX | |
| Total Expense Ratio | 0.18 | 0.64 | 28% |
| Annual Report Gross Expense Ratio | 0.20 | 0.72 | 28% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -1.266 | -0.532 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 249M | 2,733% |
| Annual Yield % from dividends | 2.93 | 2.50 | 117% |
| Returns for 1 year | 12.92 | 4.47 | 289% |
| Returns for 3 years | -13.00 | -23.39 | 56% |
| Returns for 5 years | 38.54 | 9.56 | 403% |
| Returns for 10 years | 56.55 | -8.33 | -679% |
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