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DFREX vs FHECX
DFREX vs FHECX Comparison
Open Charts DFREX vs FHECX
DFA Real Estate Securities I
Price$40.76
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets6.63B
Fidelity Advisor Real Estate C
Price$14.14
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets174.38M
DFREX vs FHECX Comparison Chart in %
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DFREX vs. FHECX commentary
Jan 16, 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 FHECX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.63B vs. FHECX (174M). DFREX pays higher dividends than FHECX: DFREX (2.84) vs FHECX (1.22). DFREX was incepted earlier than FHECX: DFREX (33 years) vs FHECX (23 years). FHECX (1.79) is less costly to investors than DFREX (0.20). FHECX is a more actively managed with annual turnover of: 72.00 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 : 6.21 vs. FHECX (-5.90). DFREX return over 5 years is better than : 24.58 vs. FHECX (-21.14).
| DFREX | FHECX | DFREX / FHECX | |
| Total Expense Ratio | 0.18 | 1.79 | 10% |
| Annual Report Gross Expense Ratio | 0.20 | 1.79 | 11% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.670 | 1.890 | 141% |
| Front Load | N/A | N/A | - |
| 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 | 1.22 | 234% |
| Returns for 1 year | 6.21 | -5.90 | -105% |
| Returns for 3 years | 14.27 | -7.25 | -197% |
| Returns for 5 years | 24.58 | -21.14 | -116% |
| Returns for 10 years | 72.99 | -26.80 | -272% |
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