Ad is loading...
DFREX vs IVRSX
DFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSX
DFA Real Estate Securities I
Price$40.37
Change-$0.19 (-0.47%)
VolumeN/A
Net Assets6.97B
VY® CBRE Real Estate S
Price$27.99
Change-$0.09 (-0.32%)
VolumeN/A
Net Assets154.61M
DFREX vs IVRSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. IVRSX commentary
May 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 Buy and IVRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.97B vs. IVRSX (155M). DFREX pays higher dividends than IVRSX: DFREX (2.98) vs IVRSX (2.56). DFREX was incepted earlier than IVRSX: DFREX (32 years) vs IVRSX (36 years). IVRSX (1.28) is less costly to investors than DFREX (0.20). IVRSX is a more actively managed with annual turnover of: 82.00 vs. DFREX (4.00). DFREX (0) and IVRSX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 13.76 vs. IVRSX (7.55). DFREX return over 5 years is better than : 37.23 vs. IVRSX (4.07).
| DFREX | IVRSX | DFREX / IVRSX | |
| Total Expense Ratio | 0.18 | 1.00 | 18% |
| Annual Report Gross Expense Ratio | 0.20 | 1.28 | 16% |
| Fund Existence | 32 years | 36 years | - |
| Gain YTD | 0.730 | -1.821 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 155M | 4,495% |
| Annual Yield % from dividends | 2.98 | 2.56 | 116% |
| Returns for 1 year | 13.76 | 7.55 | 182% |
| Returns for 3 years | 1.98 | -24.43 | -8% |
| Returns for 5 years | 37.23 | 4.07 | 914% |
| Returns for 10 years | 66.20 | -1.48 | -4,459% |