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DFREX vs FHEIX
DFREX vs FHEIX Comparison
Open Charts DFREX vs FHEIX
DFA Real Estate Securities I
Price$39.78
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets6.51B
Fidelity Advisor Real Estate I
Price$16.89
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets182.34M
DFREX vs FHEIX Comparison Chart in %
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DFREX vs. FHEIX commentary
Dec 26, 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: 6.51B vs. FHEIX (182M). DFREX pays higher dividends than FHEIX: DFREX (2.52) vs FHEIX (1.77). 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 : -0.50 vs. FHEIX (-4.68). DFREX return over 5 years is better than : 20.72 vs. FHEIX (-6.98).
| 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 | -0.179 | 1.942 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.51B | 182M | 3,577% |
| Annual Yield % from dividends | 2.52 | 1.77 | 142% |
| Returns for 1 year | -0.50 | -4.68 | 11% |
| Returns for 3 years | 16.25 | 13.14 | 124% |
| Returns for 5 years | 20.72 | -6.98 | -297% |
| Returns for 10 years | 57.80 | -13.06 | -442% |
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