Ad is loading...
DFREX vs STMDX
DFREX vs STMDX Comparison
Open Charts DFREX vs STMDX
DFA Real Estate Securities I
Price$40.65
Change+$0.28 (+0.69%)
VolumeN/A
Net Assets6.99B
Sterling Capital Real Estate I
Price$35.89
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets68.5M
DFREX vs STMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. STMDX commentary
May 11, 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 STMDX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. STMDX (68.5M). DFREX pays higher dividends than STMDX: DFREX (2.98) vs STMDX (2.69). DFREX was incepted earlier than STMDX: DFREX (32 years) vs STMDX (45 years). STMDX (0.86) is less costly to investors than DFREX (0.20). STMDX is a more actively managed with annual turnover of: 4.90 vs. DFREX (4.00). DFREX has a lower initial minimum investment than STMDX: DFREX (0) vs STMDX (1000000). DFREX annual gain was more profitable for investors over the last year : 12.24 vs. STMDX (8.39). DFREX return over 5 years is better than : 38.18 vs. STMDX (14.55).
| DFREX | STMDX | DFREX / STMDX | |
| Total Expense Ratio | 0.18 | 0.86 | 21% |
| Annual Report Gross Expense Ratio | 0.20 | 0.86 | 23% |
| Fund Existence | 32 years | 45 years | - |
| Gain YTD | 1.429 | 1.911 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 68.5M | 10,200% |
| Annual Yield % from dividends | 2.98 | 2.69 | 111% |
| Returns for 1 year | 12.24 | 8.39 | 146% |
| Returns for 3 years | 4.54 | -5.92 | -77% |
| Returns for 5 years | 38.18 | 14.55 | 262% |
| Returns for 10 years | 66.78 | 23.27 | 287% |
View a ticker or compare two or three
VS
VS
Ad is loading...