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DFREX vs FSERX
DFREX vs FSERX Comparison
Open Charts DFREX vs FSERX
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
Franklin Real Estate Securities R6
Price$17.08
Change-$0.46 (-2.62%)
VolumeN/A
Net Assets261.49M
DFREX vs FSERX Comparison Chart
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DFREX vs. FSERX 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 FSERX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. FSERX (261M). 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 : 13.29 vs. FSERX (3.61). DFREX return over 5 years is better than : 62.40 vs. FSERX (27.15).
| 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 | 2.901 | 3.603 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 261M | 2,730% |
| Annual Yield % from dividends | 2.93 | 2.50 | 117% |
| Returns for 1 year | 13.29 | 3.61 | 368% |
| Returns for 3 years | -9.29 | -19.73 | 47% |
| Returns for 5 years | 62.40 | 27.15 | 230% |
| Returns for 10 years | 57.27 | -7.87 | -727% |
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