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DFREX vs FHETX
DFREX vs FHETX Comparison
Open Charts DFREX vs FHETX
DFA Real Estate Securities I
Price$39.82
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.52B
Fidelity Advisor Real Estate M
Price$14.69
Change-$1.73 (-10.54%)
VolumeN/A
Net Assets182.34M
DFREX vs FHETX Comparison Chart in %
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DFREX vs. FHETX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.52B vs. FHETX (182M). DFREX pays higher dividends than FHETX: DFREX (2.52) vs FHETX (1.39). 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 : -0.57 vs. FHETX (-5.35). DFREX return over 5 years is better than : 20.84 vs. FHETX (-9.69).
| 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 | -0.078 | 1.346 | -6% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 182M | 3,581% |
| Annual Yield % from dividends | 2.52 | 1.39 | 181% |
| Returns for 1 year | -0.57 | -5.35 | 11% |
| Returns for 3 years | 16.37 | 11.18 | 146% |
| Returns for 5 years | 20.84 | -9.69 | -215% |
| Returns for 10 years | 55.32 | -17.84 | -310% |
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