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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Fidelity Advisor Real Estate M
Price$16.61
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets186.77M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX 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 FHETX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FHETX (187M). DFREX pays higher dividends than FHETX: DFREX (2.56) vs FHETX (1.45). DFREX was incepted earlier than FHETX: DFREX (33 years) vs FHETX (23 years). FHETX (1.28) is less costly to investors than DFREX (0.20). FHETX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FHETX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.70 vs. FHETX (4.73). DFREX return over 5 years is better than : 30.22 vs. FHETX (-6.93).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | 0.18 | 1.28 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.28 | 16% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.767 | 2.018 | 137% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 187M | 3,714% |
| Annual Yield % from dividends | 2.56 | 1.45 | 176% |
| Returns for 1 year | 10.70 | 4.73 | 226% |
| Returns for 3 years | 5.81 | -15.08 | -39% |
| Returns for 5 years | 30.22 | -6.93 | -436% |
| Returns for 10 years | 73.40 | -14.82 | -495% |
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