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DFREX vs HTMNX
DFREX vs HTMNX Comparison
Open Charts DFREX vs HTMNX
DFA Real Estate Securities I
Price$42.65
Change+$0.13 (+0.31%)
VolumeN/A
CapitalizationN/A
Heitman US Real Estate Secs I
Price$10.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFREX vs HTMNX Comparison Chart
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DFREX vs. HTMNX 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 HTMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.45B vs. HTMNX (1.32M). DFREX pays higher dividends than HTMNX: DFREX (3.25) vs HTMNX (2.67). DFREX was incepted earlier than HTMNX: DFREX (32 years) vs HTMNX (7 years). HTMNX is a more actively managed with annual turnover of: 150.00 vs. DFREX (3.00). DFREX has a lower initial minimum investment than HTMNX: DFREX (0) vs HTMNX (2500). HTMNX annual gain was more profitable for investors over the last year : 26.34 vs. DFREX (23.30). DFREX return over 5 years is better than : 18.38 vs. HTMNX (6.89).
| DFREX | HTMNX | DFREX / HTMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 10.183 | 13.297 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.45B | 1.32M | 564,871% |
| Annual Yield % from dividends | 3.25 | 2.67 | 122% |
| Returns for 1 year | 23.30 | 26.34 | 88% |
| Returns for 3 years | -6.31 | -11.82 | 53% |
| Returns for 5 years | 18.38 | 6.89 | 267% |
| Returns for 10 years | 76.12 | N/A | - |
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