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DFREX vs IARIX
DFREX vs IARIX Comparison
Open Charts DFREX vs IARIX
DFA Real Estate Securities I
Price$40.65
Change+$0.28 (+0.69%)
VolumeN/A
Net Assets6.99B
Invesco Real Estate R5
Price$16.92
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets757.64M
DFREX vs IARIX Comparison Chart
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DFREX vs. IARIX commentary
May 11, 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: 6.99B vs. IARIX (758M). DFREX pays higher dividends than IARIX: DFREX (2.98) vs IARIX (2.62). DFREX was incepted earlier than IARIX: DFREX (32 years) vs IARIX (21 years). IARIX (0.87) is less costly to investors than DFREX (0.20). IARIX is a more actively managed with annual turnover of: 62.00 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 : 12.24 vs. IARIX (6.21). DFREX return over 5 years is better than : 38.18 vs. IARIX (12.22).
| DFREX | IARIX | DFREX / IARIX | |
| Total Expense Ratio | 0.18 | 0.87 | 21% |
| Annual Report Gross Expense Ratio | 0.20 | 0.87 | 23% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 1.429 | 0.593 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 758M | 922% |
| Annual Yield % from dividends | 2.98 | 2.62 | 114% |
| Returns for 1 year | 12.24 | 6.21 | 197% |
| Returns for 3 years | 4.54 | -9.19 | -49% |
| Returns for 5 years | 38.18 | 12.22 | 312% |
| Returns for 10 years | 66.78 | -21.67 | -308% |
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