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DFREX vs IARIX
DFREX vs IARIX Comparison
Open Charts DFREX vs IARIX
DFA Real Estate Securities I
Price$41.38
Change+$0.69 (+1.70%)
VolumeN/A
Net Assets6.91B
Invesco Real Estate R5
Price$16.94
Change+$0.27 (+1.62%)
VolumeN/A
Net Assets719.41M
DFREX vs IARIX Comparison Chart in %
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DFREX vs. IARIX commentary
Aug 26, 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 IARIX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. IARIX (719M). DFREX (2.60) and IARIX (2.54) have matching dividends . DFREX was incepted earlier than IARIX: DFREX (33 years) vs IARIX (21 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 : 0.38 vs. IARIX (-3.47). DFREX return over 5 years is better than : 30.58 vs. IARIX (4.91).
| 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 | 21 years | - |
| Gain YTD | 3.341 | 2.016 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 719M | 961% |
| Annual Yield % from dividends | 2.60 | 2.54 | 102% |
| Returns for 1 year | 0.38 | -3.47 | -11% |
| Returns for 3 years | 2.61 | -11.85 | -22% |
| Returns for 5 years | 30.58 | 4.91 | 623% |
| Returns for 10 years | 83.71 | -14.68 | -570% |
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