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DFREX vs FSREX
DFREX vs FSREX Comparison
Open Charts DFREX vs FSREX
DFA Real Estate Securities I
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets6.94B
Fidelity Series Real Estate Income
Price$9.88
Change-$0.17 (-1.69%)
VolumeN/A
Net Assets269.92M
DFREX vs FSREX Comparison Chart
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DFREX vs. FSREX commentary
Jun 07, 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: 6.94B vs. FSREX (270M). FSREX pays higher dividends than DFREX: FSREX (5.89) vs DFREX (2.95). DFREX was incepted earlier than FSREX: DFREX (32 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. DFREX annual gain was more profitable for investors over the last year : 11.17 vs. FSREX (9.88). FSREX return over 5 years is better than : 37.19 vs. DFREX (23.63).
| DFREX | FSREX | DFREX / FSREX | |
| Total Expense Ratio | 0.18 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.20 | 0.00 | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 2.028 | 4.612 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 270M | 2,570% |
| Annual Yield % from dividends | 2.95 | 5.89 | 50% |
| Returns for 1 year | 11.17 | 9.88 | 113% |
| Returns for 3 years | -0.75 | 12.89 | -6% |
| Returns for 5 years | 23.63 | 37.19 | 64% |
| Returns for 10 years | 74.38 | 56.96 | 131% |
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