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DFREX vs PFRSX
DFREX vs PFRSX Comparison
Open Charts DFREX vs PFRSX
DFA Real Estate Securities I
Price$40.37
Change-$0.19 (-0.47%)
VolumeN/A
Net Assets6.97B
Principal Real Estate Securities Fd R6
Price$28.49
Change-$0.20 (-0.70%)
VolumeN/A
Net Assets6.28B
DFREX vs PFRSX Comparison Chart
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DFREX vs. PFRSX commentary
May 09, 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 PFRSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.97B vs. PFRSX (6.28B). DFREX pays higher dividends than PFRSX: DFREX (2.98) vs PFRSX (2.54). DFREX was incepted earlier than PFRSX: DFREX (32 years) vs PFRSX (8 years). PFRSX (0.81) is less costly to investors than DFREX (0.20). PFRSX is a more actively managed with annual turnover of: 31.20 vs. DFREX (4.00). DFREX (0) and PFRSX (0) have matching initial minimum investment requirements. DFREX (13.76) and PFRSX (13.18) have marching annual gain over last year. PFRSX return over 5 years is better than : 42.28 vs. DFREX (37.23).
| DFREX | PFRSX | DFREX / PFRSX | |
| Total Expense Ratio | 0.18 | 0.81 | 22% |
| Annual Report Gross Expense Ratio | 0.20 | 0.81 | 25% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 0.730 | 2.719 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 6.28B | 111% |
| Annual Yield % from dividends | 2.98 | 2.54 | 118% |
| Returns for 1 year | 13.76 | 13.18 | 104% |
| Returns for 3 years | 1.98 | 2.38 | 83% |
| Returns for 5 years | 37.23 | 42.28 | 88% |
| Returns for 10 years | 66.20 | N/A | - |
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