DFREX
Price
$39.74
Change
-$0.18 (-0.45%)
Updated
May 22 closing price
Net Assets
7.01B
SCREX
Price
$35.39
Change
-$0.87 (-2.40%)
Updated
May 21 closing price
Net Assets
68.81M
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DFREX vs SCREX

Header iconDFREX vs SCREX Comparison
Open Charts DFREX vs SCREXBanner chart's image
DFA Real Estate Securities I
Price$39.74
Change-$0.18 (-0.45%)
VolumeN/A
Net Assets7.01B
Sterling Capital Rl Estt R6
Price$35.39
Change-$0.87 (-2.40%)
VolumeN/A
Net Assets68.81M
DFREX vs SCREX Comparison Chart
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DFREX vs. SCREX commentary
May 23, 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 SCREX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.01B vs. SCREX (68.8M). DFREX pays higher dividends than SCREX: DFREX (2.98) vs SCREX (2.77). DFREX was incepted earlier than SCREX: DFREX (32 years) vs SCREX (5 years). SCREX (0.86) is less costly to investors than DFREX (0.20). SCREX is a more actively managed with annual turnover of: 4.90 vs. DFREX (4.00). DFREX has a lower initial minimum investment than SCREX: DFREX (0) vs SCREX (10000000). DFREX annual gain was more profitable for investors over the last year : 8.39 vs. SCREX (7.70). DFREX return over 5 years is better than : 38.33 vs. SCREX (17.79).
DFREXSCREXDFREX / SCREX
Total Expense Ratio0.180.7524%
Annual Report Gross Expense Ratio0.200.8623%
Fund Existence32 years5 years-
Gain YTD-0.3922.492-16%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.01B68.8M10,185%
Annual Yield % from dividends2.982.77108%
Returns for 1 year8.397.70109%
Returns for 3 years1.54-5.92-26%
Returns for 5 years38.3317.79215%
Returns for 10 years62.73N/A-
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