Interact to see
Advertisement
Advertisement
DFREX vs FSREX
DFREX vs FSREX Comparison
Open Charts DFREX vs FSREX
DFA Real Estate Securities I
Price$40.07
Change-$0.32 (-0.79%)
VolumeN/A
Net Assets6.91B
Fidelity Series Real Estate Income
Price$10.18
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets276.8M
DFREX vs FSREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. FSREX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. FSREX (277M). FSREX pays higher dividends than DFREX: FSREX (5.80) vs DFREX (2.60). 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 : 8.36 vs. DFREX (-1.47). FSREX return over 5 years is better than : 34.15 vs. DFREX (25.93).
| 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 | 0.070 | 6.173 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 277M | 2,494% |
| Annual Yield % from dividends | 2.60 | 5.80 | 45% |
| Returns for 1 year | -1.47 | 8.36 | -18% |
| Returns for 3 years | -6.35 | 14.36 | -44% |
| Returns for 5 years | 25.93 | 34.15 | 76% |
| Returns for 10 years | 60.04 | 57.59 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IHOIX | 21.83 | N/A | N/A |
| Hartford International Opportunities I | |||
| BCEGX | 21.85 | N/A | N/A |
| Sterling Capital Equity Income C | |||
| CAVYX | 17.26 | N/A | N/A |
| SEI Catholic Values Equity Y (SCVT) | |||
| FFIFX | 27.05 | -0.04 | -0.15% |
| American Funds Income Fund of Amer 529F3 | |||
| TOIIX | 18.50 | -0.05 | -0.27% |
| Touchstone International Value Instl | |||