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DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$39.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.78B
Invesco Real Estate R6
Price$16.41
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets764.58M
DFREX vs IARFX Comparison Chart
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DFREX vs. IARFX commentary
Apr 24, 2025
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 IARFX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.78B vs. IARFX (765M). DFREX pays higher dividends than IARFX: DFREX (2.93) vs IARFX (2.65). DFREX was incepted earlier than IARFX: DFREX (32 years) vs IARFX (13 years). IARFX (0.80) is less costly to investors than DFREX (0.20). IARFX is a more actively managed with annual turnover of: 62.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than IARFX: DFREX (0) vs IARFX (1000000). DFREX annual gain was more profitable for investors over the last year : 12.72 vs. IARFX (7.53). DFREX return over 5 years is better than : 38.30 vs. IARFX (13.88).
| DFREX | IARFX | DFREX / IARFX | |
| Total Expense Ratio | 0.18 | 0.80 | 22% |
| Annual Report Gross Expense Ratio | 0.20 | 0.80 | 25% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -1.440 | -1.609 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 765M | 886% |
| Annual Yield % from dividends | 2.93 | 2.65 | 111% |
| Returns for 1 year | 12.72 | 7.53 | 169% |
| Returns for 3 years | -13.42 | -24.26 | 55% |
| Returns for 5 years | 38.30 | 13.88 | 276% |
| Returns for 10 years | 56.28 | -25.56 | -220% |
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