Ad is loading...
DFREX vs HLPPX
DFREX vs HLPPX Comparison
Open Charts DFREX vs HLPPX
DFA Real Estate Securities I
Price$39.87
Change-$1.65 (-3.97%)
VolumeN/A
CapitalizationN/A
LDR Real Estate Value Opportunity P
Price$11.05
Change-$0.42 (-3.66%)
VolumeN/A
CapitalizationN/A
DFREX vs HLPPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. HLPPX 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 HLPPX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.25B vs. HLPPX (15.5M). 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). HLPPX annual gain was more profitable for investors over the last year : 11.48 vs. DFREX (10.48). DFREX return over 5 years is better than : 18.41 vs. HLPPX (-5.34).
| 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 | 8.927 | 12.442 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.25B | 15.5M | 46,768% |
| Annual Yield % from dividends | 3.25 | 3.06 | 106% |
| Returns for 1 year | 10.48 | 11.48 | 91% |
| Returns for 3 years | -8.60 | -22.45 | 38% |
| Returns for 5 years | 18.41 | -5.34 | -345% |
| Returns for 10 years | 67.84 | -21.72 | -312% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers