DFREX
Price
$33.82
Change
-$0.26 (-0.76%)
Updated
Sep 27, 6:59 PM EST
IVRSX
Price
$23.51
Change
-$0.11 (-0.47%)
Updated
Sep 27, 6:59 PM EST

Compare predictions DFREX vs IVRSX

Header iconDFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSXBanner chart's image
DFA Real Estate Securities I
Price$33.82
Change-$0.26 (-0.76%)
VolumeN/A
CapitalizationN/A
VY® CBRE Real Estate S
Price$23.51
Change-$0.11 (-0.47%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
DFREX vs IVRSX Comparison Chart

Loading...

VS
DFREX vs. IVRSX commentary
Sep 28, 2023

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 StrongSell and IVRSX is a StrongSell.

FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.67B vs. IVRSX (165M). DFREX pays higher dividends than IVRSX: DFREX (2.97) vs IVRSX (2.54). DFREX was incepted earlier than IVRSX: DFREX (31 years) vs IVRSX (35 years). IVRSX (1.26) is less costly to investors than DFREX (0.20). IVRSX is a more actively managed with annual turnover of: 62.00 vs. DFREX (3.00). DFREX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : -6.02 vs. DFREX (-6.46). DFREX return over 5 years is better than : 8.67 vs. IVRSX (-21.43).
DFREXIVRSXDFREX / IVRSX
Total Expense Ratio0.180.9319%
Annual Report Gross Expense Ratio0.201.2616%
Fund Existence31 years35 years-
Gain YTD-6.993-10.39567%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B165M4,043%
Annual Yield % from dividends2.972.54117%
Returns for 1 year-6.46-6.02107%
Returns for 3 years3.92-8.21-48%
Returns for 5 years8.67-21.43-40%
Returns for 10 years66.063.441,918%
View a ticker or compare two or three
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ITEIX9.28-0.02
-0.22%
VY® T. Rowe Price Equity Income I
GAOFX17.07-0.04
-0.23%
JPMorgan Global Allocation R4
GIXIX7.91-0.02
-0.25%
Nationwide International Index R6
VTMNX14.00-0.04
-0.28%
Vanguard Developed Markets Index Instl
NRFAX10.44-0.07
-0.67%
Natixis AEW Global Focused Real Estate A