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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
Fidelity Advisor Real Estate A
Price$16.76
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets187.09M
DFREX vs FHEAX Comparison Chart in %
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DFREX vs. FHEAX commentary
Sep 09, 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 FHEAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. FHEAX (187M). DFREX pays higher dividends than FHEAX: DFREX (2.52) vs FHEAX (1.69). DFREX was incepted earlier than FHEAX: DFREX (33 years) vs FHEAX (23 years). FHEAX (1.03) is less costly to investors than DFREX (0.20). FHEAX is a more actively managed with annual turnover of: 24.00 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 : -1.87 vs. FHEAX (-6.73). DFREX return over 5 years is better than : 28.98 vs. FHEAX (-7.88).
| DFREX | FHEAX | DFREX / FHEAX | |
| Total Expense Ratio | 0.18 | 1.03 | 17% |
| Annual Report Gross Expense Ratio | 0.20 | 1.03 | 19% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 3.566 | 3.116 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 187M | 3,695% |
| Annual Yield % from dividends | 2.52 | 1.69 | 149% |
| Returns for 1 year | -1.87 | -6.73 | 28% |
| Returns for 3 years | 6.34 | -12.46 | -51% |
| Returns for 5 years | 28.98 | -7.88 | -368% |
| Returns for 10 years | 82.39 | -7.68 | -1,072% |
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