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DFREX vs FHEAX
DFREX vs FHEAX Comparison
Open Charts DFREX vs FHEAX
DFA Real Estate Securities I
Price$40.79
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.65B
Fidelity Advisor Real Estate A
Price$16.62
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets182.34M
DFREX vs FHEAX Comparison Chart in %
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DFREX vs. FHEAX commentary
Dec 05, 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: 6.65B vs. FHEAX (182M). DFREX pays higher dividends than FHEAX: DFREX (2.52) vs FHEAX (1.66). 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 : -3.98 vs. FHEAX (-10.10). DFREX return over 5 years is better than : 20.68 vs. FHEAX (-10.80).
| 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 | 2.356 | 2.254 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 182M | 3,655% |
| Annual Yield % from dividends | 2.52 | 1.66 | 152% |
| Returns for 1 year | -3.98 | -10.10 | 39% |
| Returns for 3 years | 10.46 | -7.98 | -131% |
| Returns for 5 years | 20.68 | -10.80 | -192% |
| Returns for 10 years | 64.69 | -14.14 | -457% |
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