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DFREX vs HLPPX
DFREX vs HLPPX Comparison
Open Charts DFREX vs HLPPX
DFA Real Estate Securities I
Price$42.65
Change+$0.13 (+0.31%)
VolumeN/A
CapitalizationN/A
LDR Real Estate Value Opportunity P
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFREX vs HLPPX Comparison Chart
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DFREX vs. HLPPX commentary
Nov 18, 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 Buy and HLPPX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.45B vs. HLPPX (15.8M). DFREX pays higher dividends than HLPPX: DFREX (3.25) vs HLPPX (3.06). DFREX was incepted earlier than HLPPX: DFREX (32 years) vs HLPPX (15 years). HLPPX is a more actively managed with annual turnover of: 20.10 vs. DFREX (3.00). DFREX has a lower initial minimum investment than HLPPX: DFREX (0) vs HLPPX (2500). DFREX (23.30) and HLPPX (23.19) have marching annual gain over last year. DFREX return over 5 years is better than : 18.38 vs. HLPPX (-4.40).
| DFREX | HLPPX | DFREX / HLPPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 10.183 | 12.638 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.45B | 15.8M | 47,120% |
| Annual Yield % from dividends | 3.25 | 3.06 | 106% |
| Returns for 1 year | 23.30 | 23.19 | 100% |
| Returns for 3 years | -6.31 | -23.81 | 27% |
| Returns for 5 years | 18.38 | -4.40 | -418% |
| Returns for 10 years | 76.12 | -19.79 | -385% |
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