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DFREX vs FSRNX
DFREX vs FSRNX Comparison
Open Charts DFREX vs FSRNX
DFA Real Estate Securities I
Price$39.56
Change+$0.64 (+1.64%)
VolumeN/A
Net Assets6.7B
Fidelity Real Estate Index
Price$15.59
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.69B
DFREX vs FSRNX Comparison Chart
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DFREX vs. FSRNX commentary
Apr 18, 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: 6.7B vs. FSRNX (2.69B). DFREX pays higher dividends than FSRNX: DFREX (2.93) vs FSRNX (2.79). 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 (12.95) and FSRNX (12.41) have marching annual gain over last year. FSRNX return over 5 years is better than : 37.27 vs. DFREX (30.21).
| 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 | -2.888 | -3.104 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 2.69B | 249% |
| Annual Yield % from dividends | 2.93 | 2.79 | 105% |
| Returns for 1 year | 12.95 | 12.41 | 104% |
| Returns for 3 years | -13.74 | -10.85 | 127% |
| Returns for 5 years | 30.21 | 37.27 | 81% |
| Returns for 10 years | 55.56 | 35.86 | 155% |
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