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DFREX vs VGSIX
DFREX vs VGSIX Comparison
Open Charts DFREX vs VGSIX
DFA Real Estate Securities I
Price$40.32
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets7.04B
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
DFREX vs VGSIX Comparison Chart
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DFREX vs. VGSIX commentary
Jan 19, 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 VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. DFREX (7.04B). VGSIX pays higher dividends than DFREX: VGSIX (3.85) vs DFREX (3.25). DFREX was incepted earlier than VGSIX: DFREX (32 years) vs VGSIX (29 years). VGSIX is a more actively managed with annual turnover of: 9.00 vs. DFREX (3.00). DFREX has a lower initial minimum investment than VGSIX: DFREX (0) vs VGSIX (3000). VGSIX (10.40) and DFREX (10.13) have marching annual gain over last year. VGSIX return over 5 years is better than : 13.46 vs. DFREX (10.47).
| DFREX | VGSIX | DFREX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 0.249 | 0.675 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 64.7B | 11% |
| Annual Yield % from dividends | 3.25 | 3.85 | 84% |
| Returns for 1 year | 10.13 | 10.40 | 97% |
| Returns for 3 years | -9.43 | -7.16 | 132% |
| Returns for 5 years | 10.47 | 13.46 | 78% |
| Returns for 10 years | 52.05 | 42.92 | 121% |