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DFREX vs IVRSX
DFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSX
DFA Real Estate Securities I
Price$41.33
Change-$0.19 (-0.46%)
VolumeN/A
Net Assets6.91B
VY® CBRE Real Estate S
Price$27.89
Change-$0.20 (-0.71%)
VolumeN/A
Net Assets150.31M
DFREX vs IVRSX Comparison Chart in %
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DFREX vs. IVRSX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. IVRSX (150M). IVRSX pays higher dividends than DFREX: IVRSX (2.71) vs DFREX (2.52). DFREX was incepted earlier than IVRSX: DFREX (33 years) vs IVRSX (37 years). IVRSX (1.26) 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 : -5.89 vs. IVRSX (-6.88). DFREX return over 5 years is better than : 28.65 vs. IVRSX (9.70).
| DFREX | IVRSX | DFREX / IVRSX | |
| Total Expense Ratio | 0.18 | 1.00 | 18% |
| Annual Report Gross Expense Ratio | 0.20 | 1.26 | 16% |
| Fund Existence | 33 years | 37 years | - |
| Gain YTD | 3.216 | 1.073 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 150M | 4,605% |
| Annual Yield % from dividends | 2.52 | 2.71 | 93% |
| Returns for 1 year | -5.89 | -6.88 | 86% |
| Returns for 3 years | 8.76 | 6.02 | 145% |
| Returns for 5 years | 28.65 | 9.70 | 295% |
| Returns for 10 years | 74.71 | 6.04 | 1,237% |
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