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DFREX vs FSREX
DFREX vs FSREX Comparison
Open Charts DFREX vs FSREX
DFA Real Estate Securities I
Price$40.90
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets6.89B
Fidelity Series Real Estate Income
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets274.54M
DFREX vs FSREX Comparison Chart in %
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DFREX vs. FSREX commentary
Jul 15, 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 FSREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.89B vs. FSREX (275M). FSREX pays higher dividends than DFREX: FSREX (5.85) vs DFREX (2.56). DFREX was incepted earlier than FSREX: DFREX (33 years) vs FSREX (14 years). DFREX (0.20) is less costly to investors than FSREX (0.00). FSREX is a more actively managed with annual turnover of: 37.00 vs. DFREX (4.00). DFREX (0) and FSREX (0) have matching initial minimum investment requirements. FSREX annual gain was more profitable for investors over the last year : 8.73 vs. DFREX (5.88). FSREX return over 5 years is better than : 38.62 vs. DFREX (32.78).
| DFREX | FSREX | DFREX / FSREX | |
| Total Expense Ratio | 0.18 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.20 | 0.00 | - |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 2.142 | 4.403 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.89B | 275M | 2,505% |
| Annual Yield % from dividends | 2.56 | 5.85 | 44% |
| Returns for 1 year | 5.88 | 8.73 | 67% |
| Returns for 3 years | 6.75 | 17.20 | 39% |
| Returns for 5 years | 32.78 | 38.62 | 85% |
| Returns for 10 years | 69.04 | 55.94 | 123% |
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