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DFREX vs IARIX
DFREX vs IARIX Comparison
Open Charts DFREX vs IARIX
DFA Real Estate Securities I
Price$40.26
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.72B
Invesco Real Estate R5
Price$16.47
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets677.15M
DFREX vs IARIX Comparison Chart in %
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DFREX vs. IARIX commentary
Nov 20, 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 IARIX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. IARIX (677M). DFREX pays higher dividends than IARIX: DFREX (2.57) vs IARIX (2.34). DFREX was incepted earlier than IARIX: DFREX (33 years) vs IARIX (22 years). IARIX (1.02) is less costly to investors than DFREX (0.20). IARIX is a more actively managed with annual turnover of: 63.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than IARIX: DFREX (0) vs IARIX (1000000). DFREX annual gain was more profitable for investors over the last year : -4.51 vs. IARIX (-7.70). DFREX return over 5 years is better than : 21.16 vs. IARIX (0.37).
| DFREX | IARIX | DFREX / IARIX | |
| Total Expense Ratio | 0.18 | 1.02 | 18% |
| Annual Report Gross Expense Ratio | 0.20 | 1.02 | 20% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 1.026 | -0.331 | -310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 677M | 993% |
| Annual Yield % from dividends | 2.57 | 2.34 | 110% |
| Returns for 1 year | -4.51 | -7.70 | 59% |
| Returns for 3 years | 11.59 | -3.37 | -344% |
| Returns for 5 years | 21.16 | 0.37 | 5,772% |
| Returns for 10 years | 62.45 | -24.83 | -252% |
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