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DFREX vs IRSRX
DFREX vs IRSRX Comparison
Open Charts DFREX vs IRSRX
DFA Real Estate Securities I
Price$40.23
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.79B
Macquarie Real Estate Securities R
Price$14.94
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets89.82M
DFREX vs IRSRX Comparison Chart in %
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DFREX vs. IRSRX commentary
Aug 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 Hold and IRSRX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.79B vs. IRSRX (89.8M). DFREX pays higher dividends than IRSRX: DFREX (2.60) vs IRSRX (1.42). DFREX was incepted earlier than IRSRX: DFREX (33 years) vs IRSRX (20 years). IRSRX (1.65) is less costly to investors than DFREX (0.20). IRSRX is a more actively managed with annual turnover of: 45.00 vs. DFREX (4.00). DFREX (0) and IRSRX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 0.00 vs. IRSRX (-6.12). DFREX return over 5 years is better than : 24.17 vs. IRSRX (-26.92).
| DFREX | IRSRX | DFREX / IRSRX | |
| Total Expense Ratio | 0.18 | 1.45 | 12% |
| Annual Report Gross Expense Ratio | 0.20 | 1.65 | 12% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 0.469 | 2.054 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 89.8M | 7,563% |
| Annual Yield % from dividends | 2.60 | 1.42 | 183% |
| Returns for 1 year | 0.00 | -6.12 | -0% |
| Returns for 3 years | -1.45 | -34.59 | 4% |
| Returns for 5 years | 24.17 | -26.92 | -90% |
| Returns for 10 years | 64.42 | -38.84 | -166% |
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