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DFREX vs FSREX
DFREX vs FSREX Comparison
Open Charts DFREX vs FSREX
DFA Real Estate Securities I
Price$40.09
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets6.67B
Fidelity Series Real Estate Income
Price$10.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets282.49M
DFREX vs FSREX Comparison Chart in %
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DFREX vs. FSREX commentary
Nov 21, 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 FSREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.67B vs. FSREX (282M). FSREX pays higher dividends than DFREX: FSREX (5.66) vs DFREX (2.57). 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: 9.00 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 : 7.93 vs. DFREX (-4.58). FSREX return over 5 years is better than : 29.77 vs. DFREX (20.65).
| 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 | 0.599 | 7.683 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 282M | 2,364% |
| Annual Yield % from dividends | 2.57 | 5.66 | 45% |
| Returns for 1 year | -4.58 | 7.93 | -58% |
| Returns for 3 years | 10.45 | 28.47 | 37% |
| Returns for 5 years | 20.65 | 29.77 | 69% |
| Returns for 10 years | 61.47 | 60.87 | 101% |
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