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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$40.76
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets6.63B
Fidelity Advisor Real Estate A
Price$15.13
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets174.38M
DFREX vs FHEAX Comparison Chart in %
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DFREX vs. FHEAX commentary
Jan 15, 2026
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 FHEAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.63B vs. FHEAX (174M). DFREX pays higher dividends than FHEAX: DFREX (2.84) vs FHEAX (1.84). DFREX was incepted earlier than FHEAX: DFREX (33 years) vs FHEAX (23 years). FHEAX (1.04) is less costly to investors than DFREX (0.20). FHEAX is a more actively managed with annual turnover of: 72.00 vs. DFREX (4.00). DFREX (0) and FHEAX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 6.21 vs. FHEAX (-4.53). DFREX return over 5 years is better than : 24.58 vs. FHEAX (-16.32).
| DFREX | FHEAX | DFREX / FHEAX | |
| Total Expense Ratio | 0.18 | 1.04 | 17% |
| Annual Report Gross Expense Ratio | 0.20 | 1.04 | 19% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.670 | 1.970 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 174M | 3,809% |
| Annual Yield % from dividends | 2.84 | 1.84 | 155% |
| Returns for 1 year | 6.21 | -4.53 | -137% |
| Returns for 3 years | 14.27 | -4.10 | -348% |
| Returns for 5 years | 24.58 | -16.32 | -151% |
| Returns for 10 years | 72.99 | -18.76 | -389% |
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