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DFREX vs FSRNX
DFREX vs FSRNX Comparison
Open Charts DFREX vs FSRNX
DFA Real Estate Securities I
Price$39.87
Change-$1.65 (-3.97%)
VolumeN/A
CapitalizationN/A
Fidelity Real Estate Index
Price$16.21
Change-$0.69 (-4.08%)
VolumeN/A
CapitalizationN/A
DFREX vs FSRNX Comparison Chart
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DFREX vs. FSRNX commentary
Dec 19, 2024
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 StrongSell and FSRNX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.25B vs. FSRNX (2.91B). DFREX pays higher dividends than FSRNX: DFREX (3.25) vs FSRNX (2.88). DFREX was incepted earlier than FSRNX: DFREX (32 years) vs FSRNX (13 years). FSRNX is a more actively managed with annual turnover of: 13.00 vs. DFREX (3.00). DFREX (0) and FSRNX (0) have matching initial minimum investment requirements. DFREX (10.48) and FSRNX (10.18) have marching annual gain over last year. DFREX return over 5 years is better than : 18.41 vs. FSRNX (14.02).
| DFREX | FSRNX | DFREX / FSRNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 8.927 | 8.506 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.25B | 2.91B | 249% |
| Annual Yield % from dividends | 3.25 | 2.88 | 113% |
| Returns for 1 year | 10.48 | 10.18 | 103% |
| Returns for 3 years | -8.60 | -6.10 | 141% |
| Returns for 5 years | 18.41 | 14.02 | 131% |
| Returns for 10 years | 67.84 | 47.18 | 144% |
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