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DFREX vs FSREX
DFREX vs FSREX Comparison
Open Charts DFREX vs FSREX
DFA Real Estate Securities I
Price$41.29
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.91B
Fidelity Series Real Estate Income
Price$10.22
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets280.15M
DFREX vs FSREX Comparison Chart in %
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DFREX vs. FSREX commentary
Sep 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 Buy and FSREX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. FSREX (280M). FSREX pays higher dividends than DFREX: FSREX (5.73) vs DFREX (2.52). 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 : 7.49 vs. DFREX (-5.13). FSREX return over 5 years is better than : 35.99 vs. DFREX (31.23).
| 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 | 2.992 | 7.894 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 280M | 2,467% |
| Annual Yield % from dividends | 2.52 | 5.73 | 44% |
| Returns for 1 year | -5.13 | 7.49 | -68% |
| Returns for 3 years | 8.79 | 24.96 | 35% |
| Returns for 5 years | 31.23 | 35.99 | 87% |
| Returns for 10 years | 72.72 | 62.22 | 117% |
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