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DFREX vs IVRSX
DFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSX
DFA Real Estate Securities I
Price$40.90
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets6.89B
VY® CBRE Real Estate S
Price$28.12
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets150.38M
DFREX vs IVRSX Comparison Chart in %
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DFREX vs. IVRSX commentary
Jul 14, 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: 6.89B vs. IVRSX (150M). DFREX (2.56) and IVRSX (2.54) have matching dividends . DFREX was incepted earlier than IVRSX: DFREX (33 years) vs IVRSX (36 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 : 5.88 vs. IVRSX (1.95). DFREX return over 5 years is better than : 32.78 vs. IVRSX (-0.02).
| 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 | 36 years | - |
| Gain YTD | 2.142 | -1.541 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.89B | 150M | 4,593% |
| Annual Yield % from dividends | 2.56 | 2.54 | 101% |
| Returns for 1 year | 5.88 | 1.95 | 301% |
| Returns for 3 years | 6.75 | -15.48 | -44% |
| Returns for 5 years | 32.78 | -0.02 | -163,806% |
| Returns for 10 years | 69.04 | 0.85 | 8,118% |
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