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DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets6.94B
Invesco Real Estate R6
Price$17.04
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets750.58M
DFREX vs IARFX Comparison Chart
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DFREX vs. IARFX commentary
Jun 07, 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: 6.94B vs. IARFX (751M). 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 : 11.17 vs. IARFX (6.44). DFREX return over 5 years is better than : 23.63 vs. IARFX (0.60).
| 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 | 2.028 | 1.687 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 751M | 924% |
| Annual Yield % from dividends | 2.95 | 2.66 | 111% |
| Returns for 1 year | 11.17 | 6.44 | 173% |
| Returns for 3 years | -0.75 | -13.38 | 6% |
| Returns for 5 years | 23.63 | 0.60 | 3,952% |
| Returns for 10 years | 74.38 | -17.60 | -423% |
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