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DFREX vs HTMIX
DFREX vs HTMIX Comparison
Open Charts DFREX vs HTMIX
DFA Real Estate Securities I
Price$44.35
Change-$0.11 (-0.25%)
VolumeN/A
CapitalizationN/A
Heitman US Real Estate Secs Instl
Price$10.87
Change-$0.21 (-1.90%)
VolumeN/A
CapitalizationN/A
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DFREX vs HTMIX Comparison Chart
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DFREX vs. HTMIX commentary
Sep 21, 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 HTMIX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.78B vs. HTMIX (1.42M). DFREX pays higher dividends than HTMIX: DFREX (3.25) vs HTMIX (2.82). DFREX was incepted earlier than HTMIX: DFREX (32 years) vs HTMIX (7 years). HTMIX is a more actively managed with annual turnover of: 150.00 vs. DFREX (3.00). DFREX has a lower initial minimum investment than HTMIX: DFREX (0) vs HTMIX (25000). DFREX annual gain was more profitable for investors over the last year : 31.03 vs. HTMIX (27.53). DFREX return over 5 years is better than : 22.15 vs. HTMIX (8.73).
| DFREX | HTMIX | DFREX / HTMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 14.057 | 13.701 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 1.42M | 548,169% |
| Annual Yield % from dividends | 3.25 | 2.82 | 115% |
| Returns for 1 year | 31.03 | 27.53 | 113% |
| Returns for 3 years | 1.48 | -5.76 | -26% |
| Returns for 5 years | 22.15 | 8.73 | 254% |
| Returns for 10 years | 101.66 | N/A | - |
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