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DFREX vs MRETX
DFREX vs MRETX Comparison
Open Charts DFREX vs MRETX
DFA Real Estate Securities I
Price$44.11
Change-$0.33 (-0.74%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Inst US Real Estate IR
Price$10.18
Change-$0.06 (-0.59%)
VolumeN/A
CapitalizationN/A
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DFREX vs MRETX Comparison Chart
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DFREX vs. MRETX commentary
Oct 18, 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 StrongBuy and MRETX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.79B vs. MRETX (28.3M). DFREX pays higher dividends than MRETX: DFREX (3.25) vs MRETX (2.34). DFREX was incepted earlier than MRETX: DFREX (32 years) vs MRETX (6 years). MRETX is a more actively managed with annual turnover of: 53.00 vs. DFREX (3.00). DFREX has a lower initial minimum investment than MRETX: DFREX (0) vs MRETX (5000000). DFREX (33.21) and MRETX (31.86) have marching annual gain over last year. DFREX return over 5 years is better than : 20.42 vs. MRETX (-6.48).
| DFREX | MRETX | DFREX / MRETX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 14.808 | 16.787 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 28.3M | 27,530% |
| Annual Yield % from dividends | 3.25 | 2.34 | 139% |
| Returns for 1 year | 33.21 | 31.86 | 104% |
| Returns for 3 years | 1.31 | -2.34 | -56% |
| Returns for 5 years | 20.42 | -6.48 | -315% |
| Returns for 10 years | 94.85 | N/A | - |
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