Compare predictions DFREX vs IVRSX
DFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSX
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
VS
VS
DFREX vs IVRSX Comparison Chart
Loading...
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).
| DFREX | IVRSX | DFREX / IVRSX | |
| Total Expense Ratio | 0.18 | 0.93 | 19% |
| Annual Report Gross Expense Ratio | 0.20 | 1.26 | 16% |
| Fund Existence | 31 years | 35 years | - |
| Gain YTD | -6.993 | -10.395 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 165M | 4,043% |
| Annual Yield % from dividends | 2.97 | 2.54 | 117% |
| Returns for 1 year | -6.46 | -6.02 | 107% |
| Returns for 3 years | 3.92 | -8.21 | -48% |
| Returns for 5 years | 8.67 | -21.43 | -40% |
| Returns for 10 years | 66.06 | 3.44 | 1,918% |
View a ticker or compare two or three
VS
VS
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ITEIX | 9.28 | -0.02 | -0.22% |
| VY® T. Rowe Price Equity Income I | |||
| GAOFX | 17.07 | -0.04 | -0.23% |
| JPMorgan Global Allocation R4 | |||
| GIXIX | 7.91 | -0.02 | -0.25% |
| Nationwide International Index R6 | |||
| VTMNX | 14.00 | -0.04 | -0.28% |
| Vanguard Developed Markets Index Instl | |||
| NRFAX | 10.44 | -0.07 | -0.67% |
| Natixis AEW Global Focused Real Estate A | |||