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DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$40.00
Change-$0.38 (-0.94%)
VolumeN/A
Net Assets6.76B
Invesco Real Estate R6
Price$16.44
Change-$0.16 (-0.96%)
VolumeN/A
Net Assets713.66M
DFREX vs IARFX Comparison Chart in %
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DFREX vs. IARFX commentary
Aug 10, 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: 6.76B vs. IARFX (714M). IARFX (2.61) and DFREX (2.60) have matching dividends . DFREX was incepted earlier than IARFX: DFREX (33 years) vs IARFX (13 years). IARFX (0.95) is less costly to investors than DFREX (0.20). IARFX is a more actively managed with annual turnover of: 63.00 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 : -0.69 vs. IARFX (-3.41). DFREX return over 5 years is better than : 23.46 vs. IARFX (0.51).
| DFREX | IARFX | DFREX / IARFX | |
| Total Expense Ratio | 0.18 | 0.95 | 19% |
| Annual Report Gross Expense Ratio | 0.20 | 0.95 | 21% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | -0.105 | 0.054 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 714M | 947% |
| Annual Yield % from dividends | 2.60 | 2.61 | 99% |
| Returns for 1 year | -0.69 | -3.41 | 20% |
| Returns for 3 years | -3.50 | -15.81 | 22% |
| Returns for 5 years | 23.46 | 0.51 | 4,575% |
| Returns for 10 years | 62.87 | -22.66 | -277% |
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