Ad is loading...
DFREX vs VRTPX
DFREX vs VRTPX Comparison
Open Charts DFREX vs VRTPX
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
Vanguard Real Estate II Index
Price$21.18
Change-$0.73 (-3.33%)
VolumeN/A
Net Assets9.79B
DFREX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. VRTPX commentary
Apr 04, 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 StrongBuy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.79B vs. DFREX (7.12B). VRTPX pays higher dividends than DFREX: VRTPX (3.92) vs DFREX (2.93). DFREX was incepted earlier than VRTPX: DFREX (32 years) vs VRTPX (8 years). DFREX (0.20) is less costly to investors than VRTPX (0.08). VRTPX is a more actively managed with annual turnover of: 6.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than VRTPX: DFREX (0) vs VRTPX (100000000). DFREX annual gain was more profitable for investors over the last year : 13.29 vs. VRTPX (9.24). VRTPX (64.43) and DFREX (62.40) have equivalent 5 years return.
| DFREX | VRTPX | DFREX / VRTPX | |
| Total Expense Ratio | 0.18 | 0.08 | 225% |
| Annual Report Gross Expense Ratio | 0.20 | 0.08 | 250% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 2.901 | -0.155 | -1,877% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 9.79B | 73% |
| Annual Yield % from dividends | 2.93 | 3.92 | 75% |
| Returns for 1 year | 13.29 | 9.24 | 144% |
| Returns for 3 years | -9.29 | -9.73 | 96% |
| Returns for 5 years | 62.40 | 64.43 | 97% |
| Returns for 10 years | 57.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers