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DFREX vs FSRNX
DFREX vs FSRNX Comparison
Open Charts DFREX vs FSRNX
DFA Real Estate Securities I
Price$40.35
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets6.86B
Fidelity Real Estate Index
Price$16.19
Change-$0.39 (-2.35%)
VolumeN/A
Net Assets2.62B
DFREX vs FSRNX Comparison Chart in %
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DFREX vs. FSRNX commentary
Jun 27, 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 FSRNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.86B vs. FSRNX (2.62B). DFREX (2.95) and FSRNX (2.82) have matching dividends . DFREX was incepted earlier than FSRNX: DFREX (32 years) vs FSRNX (14 years). DFREX (0.20) is less costly to investors than FSRNX (0.07). FSRNX is a more actively managed with annual turnover of: 5.00 vs. DFREX (4.00). DFREX (0) and FSRNX (0) have matching initial minimum investment requirements. FSRNX annual gain was more profitable for investors over the last year : 11.44 vs. DFREX (10.35). FSRNX return over 5 years is better than : 44.28 vs. DFREX (34.60).
| DFREX | FSRNX | DFREX / FSRNX | |
| Total Expense Ratio | 0.18 | 0.07 | 257% |
| Annual Report Gross Expense Ratio | 0.20 | 0.07 | 286% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.005 | 1.018 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 2.62B | 262% |
| Annual Yield % from dividends | 2.95 | 2.82 | 104% |
| Returns for 1 year | 10.35 | 11.44 | 90% |
| Returns for 3 years | 3.72 | 8.01 | 46% |
| Returns for 5 years | 34.60 | 44.28 | 78% |
| Returns for 10 years | 74.84 | 52.87 | 142% |
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