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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
Fidelity Advisor Real Estate M
Price$16.54
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets187.09M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Sep 09, 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 Hold and FHETX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. FHETX (187M). DFREX pays higher dividends than FHETX: DFREX (2.52) vs FHETX (1.43). 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 : -2.46 vs. FHETX (-7.02). DFREX return over 5 years is better than : 28.56 vs. FHETX (-8.78).
| 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 | 2.867 | 2.889 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 187M | 3,695% |
| Annual Yield % from dividends | 2.52 | 1.43 | 176% |
| Returns for 1 year | -2.46 | -7.02 | 35% |
| Returns for 3 years | 2.42 | -16.08 | -15% |
| Returns for 5 years | 28.56 | -8.78 | -325% |
| Returns for 10 years | 79.48 | -8.17 | -972% |
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