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DFREX vs IRSEX
DFREX vs IRSEX Comparison
Open Charts DFREX vs IRSEX
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
Macquarie Real Estate Securities R6
Price$15.92
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets90.08M
DFREX vs IRSEX Comparison Chart in %
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DFREX vs. IRSEX commentary
Sep 09, 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 IRSEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. IRSEX (90.1M). DFREX pays higher dividends than IRSEX: DFREX (2.52) vs IRSEX (1.71). DFREX was incepted earlier than IRSEX: DFREX (33 years) vs IRSEX (11 years). IRSEX (1.06) is less costly to investors than DFREX (0.20). IRSEX is a more actively managed with annual turnover of: 45.00 vs. DFREX (4.00). DFREX (0) and IRSEX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : -2.46 vs. IRSEX (-6.67). DFREX return over 5 years is better than : 28.56 vs. IRSEX (-19.82).
| DFREX | IRSEX | DFREX / IRSEX | |
| Total Expense Ratio | 0.18 | 0.80 | 22% |
| Annual Report Gross Expense Ratio | 0.20 | 1.06 | 19% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 2.867 | 5.989 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 90.1M | 7,668% |
| Annual Yield % from dividends | 2.52 | 1.71 | 147% |
| Returns for 1 year | -2.46 | -6.67 | 37% |
| Returns for 3 years | 2.42 | -29.51 | -8% |
| Returns for 5 years | 28.56 | -19.82 | -144% |
| Returns for 10 years | 79.48 | -26.77 | -297% |
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