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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets7.01B
Fidelity Advisor Real Estate M
Price$16.55
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets189M
DFREX vs FHETX Comparison Chart
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DFREX vs. FHETX commentary
Jun 15, 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: 7.02B vs. FHETX (189M). DFREX pays higher dividends than FHETX: DFREX (2.95) vs FHETX (1.40). DFREX was incepted earlier than FHETX: DFREX (32 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 : 10.60 vs. FHETX (5.70). DFREX return over 5 years is better than : 29.30 vs. FHETX (-6.44).
| DFREX | FHETX | DFREX / FHETX | |
| Total Expense Ratio | 0.18 | 1.28 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.28 | 16% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.853 | 2.510 | 74% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 189M | 3,712% |
| Annual Yield % from dividends | 2.95 | 1.40 | 211% |
| Returns for 1 year | 10.60 | 5.70 | 186% |
| Returns for 3 years | 12.45 | -8.36 | -149% |
| Returns for 5 years | 29.30 | -6.44 | -455% |
| Returns for 10 years | 71.36 | -14.75 | -484% |
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