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Compare predictions DFREX vs IVRSX
DFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSX
DFA Real Estate Securities I
Price$35.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
VY® CBRE Real Estate S
Price$26.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFREX vs IVRSX Comparison Chart
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DFREX vs. IVRSX commentary
Apr 23, 2024
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 Hold and IVRSX is a Sell.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.47B vs. IVRSX (167M). DFREX pays higher dividends than IVRSX: DFREX (3.25) vs IVRSX (2.35). DFREX was incepted earlier than IVRSX: DFREX (31 years) vs IVRSX (35 years). DFREX (0) and IVRSX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 0.17 vs. IVRSX (-3.87). DFREX return over 5 years is better than : 7.48 vs. IVRSX (-19.23).
| DFREX | IVRSX | DFREX / IVRSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 35 years | - |
| Gain YTD | -8.613 | -7.301 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.47B | 167M | 3,872% |
| Annual Yield % from dividends | 3.25 | 2.35 | 138% |
| Returns for 1 year | 0.17 | -3.87 | -4% |
| Returns for 3 years | -10.93 | -24.21 | 45% |
| Returns for 5 years | 7.48 | -19.23 | -39% |
| Returns for 10 years | 63.75 | 2.99 | 2,135% |
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