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DFREX vs FSRNX
DFREX vs FSRNX Comparison
Open Charts DFREX vs FSRNX
DFA Real Estate Securities I
Price$40.75
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets6.99B
Fidelity Real Estate Index
Price$16.34
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets2.56B
DFREX vs FSRNX Comparison Chart
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DFREX vs. FSRNX commentary
May 13, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. FSRNX (2.56B). DFREX (2.98) and FSRNX (2.85) 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. DFREX annual gain was more profitable for investors over the last year : 12.57 vs. FSRNX (11.86). FSRNX return over 5 years is better than : 61.07 vs. DFREX (50.00).
| 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 | 1.429 | 0.869 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 2.56B | 273% |
| Annual Yield % from dividends | 2.98 | 2.85 | 104% |
| Returns for 1 year | 12.57 | 11.86 | 106% |
| Returns for 3 years | 1.35 | 4.20 | 32% |
| Returns for 5 years | 50.00 | 61.07 | 82% |
| Returns for 10 years | 63.55 | 42.19 | 151% |
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