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DFREX vs REIIX
DFREX vs REIIX Comparison
Open Charts DFREX vs REIIX
DFA Real Estate Securities I
Price$36.20
Change-$0.95 (-2.56%)
VolumeN/A
Net Assets6.41B
DFREX vs REIIX Comparison Chart
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DFREX vs. REIIX commentary
Apr 10, 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 Hold and REIIX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.41B vs. REIIX (18.9M). DFREX pays higher dividends than REIIX: DFREX (2.93) vs REIIX (1.68). DFREX was incepted earlier than REIIX: DFREX (32 years) vs REIIX (11 years). REIIX (1.79) is less costly to investors than DFREX (0.20). REIIX is a more actively managed with annual turnover of: 41.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than REIIX: DFREX (0) vs REIIX (1000000). REIIX annual gain was more profitable for investors over the last year : 1.68 vs. DFREX (-1.58). DFREX return over 5 years is better than : 16.96 vs. REIIX (0.81).
| DFREX | REIIX | DFREX / REIIX | |
| Total Expense Ratio | 0.18 | 1.10 | 16% |
| Annual Report Gross Expense Ratio | 0.20 | 1.79 | 11% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -9.675 | 2.497 | -387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 18.9M | 33,905% |
| Annual Yield % from dividends | 2.93 | 1.68 | 174% |
| Returns for 1 year | -1.58 | 1.68 | -94% |
| Returns for 3 years | -20.68 | -24.89 | 83% |
| Returns for 5 years | 16.96 | 0.81 | 2,104% |
| Returns for 10 years | 43.39 | 11.12 | 390% |
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