DFREX
Price
$41.15
Change
+$0.05 (+0.12%)
Updated
Jul 3 closing price
Net Assets
6.95B
FHECX
Price
$15.73
Change
+$0.02 (+0.13%)
Updated
Jul 3 closing price
Net Assets
186.77M
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DFREX vs FHECX

Header iconDFREX vs FHECX Comparison
Open Charts DFREX vs FHECXBanner chart's image
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Fidelity Advisor Real Estate C
Price$15.73
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets186.77M
DFREX vs FHECX Comparison Chart in %
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DFREX vs. FHECX commentary
Jul 07, 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 FHECX is a Hold.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FHECX (187M). DFREX pays higher dividends than FHECX: DFREX (2.56) vs FHECX (1.07). DFREX was incepted earlier than FHECX: DFREX (33 years) vs FHECX (23 years). FHECX (1.78) is less costly to investors than DFREX (0.20). FHECX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FHECX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.70 vs. FHECX (3.90). DFREX return over 5 years is better than : 30.22 vs. FHECX (-10.66).
DFREXFHECXDFREX / FHECX
Total Expense Ratio0.181.7810%
Annual Report Gross Expense Ratio0.201.7811%
Fund Existence33 years23 years-
Gain YTD2.7671.812153%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets6.95B187M3,714%
Annual Yield % from dividends2.561.07240%
Returns for 1 year10.703.90274%
Returns for 3 years5.81-17.33-34%
Returns for 5 years30.22-10.66-284%
Returns for 10 years73.40-20.83-352%
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