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DFREX vs IVRIX
DFREX vs IVRIX Comparison
Open Charts DFREX vs IVRIX
DFA Real Estate Securities I
Price$43.27
Change-$0.03 (-0.07%)
VolumeN/A
CapitalizationN/A
VY® CBRE Real Estate I
Price$29.92
Change-$0.08 (-0.27%)
VolumeN/A
CapitalizationN/A
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DFREX vs IVRIX Comparison Chart
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DFREX vs. IVRIX commentary
Sep 08, 2024
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 StrongBuy and IVRIX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.6B vs. IVRIX (185M). DFREX pays higher dividends than IVRIX: DFREX (3.25) vs IVRIX (2.82). DFREX was incepted earlier than IVRIX: DFREX (32 years) vs IVRIX (21 years). DFREX (0) and IVRIX (0) have matching initial minimum investment requirements. IVRIX (23.15) and DFREX (23.15) have marching annual gain over last year. DFREX return over 5 years is better than : 18.86 vs. IVRIX (-9.54).
| DFREX | IVRIX | DFREX / IVRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 11.356 | 10.465 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.6B | 185M | 4,110% |
| Annual Yield % from dividends | 3.25 | 2.82 | 115% |
| Returns for 1 year | 23.15 | 23.15 | 100% |
| Returns for 3 years | -5.37 | -22.13 | 24% |
| Returns for 5 years | 18.86 | -9.54 | -198% |
| Returns for 10 years | 83.40 | 15.11 | 552% |
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