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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$41.45
Change+$0.27 (+0.66%)
VolumeN/A
Net Assets6.84B
Fidelity Advisor Real Estate M
Price$16.74
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets183.9M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. FHETX (184M). DFREX pays higher dividends than FHETX: DFREX (2.51) vs FHETX (1.40). DFREX was incepted earlier than FHETX: DFREX (33 years) vs FHETX (23 years). FHETX (1.29) is less costly to investors than DFREX (0.20). FHETX is a more actively managed with annual turnover of: 72.00 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 : -3.69 vs. FHETX (-8.54). DFREX return over 5 years is better than : 31.03 vs. FHETX (-8.21).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | 0.18 | 1.29 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.29 | 16% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 4.012 | 3.321 | 121% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 184M | 3,717% |
| Annual Yield % from dividends | 2.51 | 1.40 | 179% |
| Returns for 1 year | -3.69 | -8.54 | 43% |
| Returns for 3 years | 22.95 | 1.40 | 1,637% |
| Returns for 5 years | 31.03 | -8.21 | -378% |
| Returns for 10 years | 63.47 | -16.49 | -385% |
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