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DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$40.47
Change+$0.12 (+0.30%)
VolumeN/A
Net Assets6.84B
Invesco Real Estate R6
Price$16.70
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets730.27M
DFREX vs IARFX Comparison Chart in %
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DFREX vs. IARFX commentary
Jun 28, 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 Hold and IARFX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. IARFX (730M). DFREX pays higher dividends than IARFX: DFREX (2.95) vs IARFX (2.66). 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: 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 : 9.38 vs. IARFX (4.60). DFREX return over 5 years is better than : 34.68 vs. IARFX (8.66).
| 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 | 1.069 | 0.295 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 730M | 937% |
| Annual Yield % from dividends | 2.95 | 2.66 | 111% |
| Returns for 1 year | 9.38 | 4.60 | 204% |
| Returns for 3 years | 4.96 | -9.18 | -54% |
| Returns for 5 years | 34.68 | 8.66 | 401% |
| Returns for 10 years | 74.72 | -17.86 | -418% |
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