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DFREX vs FHEIX
DFREX vs FHEIX Comparison
Open Charts DFREX vs FHEIX
DFA Real Estate Securities I
Price$40.55
Change-$0.46 (-1.12%)
VolumeN/A
Net Assets6.65B
Fidelity Advisor Real Estate I
Price$16.81
Change-$0.22 (-1.29%)
VolumeN/A
Net Assets180.64M
DFREX vs FHEIX Comparison Chart in %
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DFREX vs. FHEIX commentary
Nov 14, 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 FHEIX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.65B vs. FHEIX (181M). DFREX pays higher dividends than FHEIX: DFREX (2.57) vs FHEIX (1.80). DFREX was incepted earlier than FHEIX: DFREX (33 years) vs FHEIX (23 years). FHEIX (0.78) is less costly to investors than DFREX (0.20). FHEIX is a more actively managed with annual turnover of: 72.00 vs. DFREX (4.00). DFREX (0) and FHEIX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : -1.52 vs. FHEIX (-6.42). DFREX return over 5 years is better than : 22.22 vs. FHEIX (-9.59).
| DFREX | FHEIX | DFREX / FHEIX | |
| Total Expense Ratio | 0.18 | 0.78 | 23% |
| Annual Report Gross Expense Ratio | 0.20 | 0.78 | 26% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.908 | 3.632 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 181M | 3,675% |
| Annual Yield % from dividends | 2.57 | 1.80 | 143% |
| Returns for 1 year | -1.52 | -6.42 | 24% |
| Returns for 3 years | 11.94 | -4.84 | -247% |
| Returns for 5 years | 22.22 | -9.59 | -232% |
| Returns for 10 years | 71.60 | -7.02 | -1,020% |
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