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DFREX vs FIKJX
DFREX vs FIKJX Comparison
Open Charts DFREX vs FIKJX
DFA Real Estate Securities I
Price$40.76
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets6.63B
Fidelity Advisor Real Estate Z
Price$15.44
Change+$0.13 (+0.85%)
VolumeN/A
Net Assets174.38M
DFREX vs FIKJX Comparison Chart in %
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DFREX vs. FIKJX commentary
Jan 15, 2026
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 FIKJX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.63B vs. FIKJX (174M). DFREX pays higher dividends than FIKJX: DFREX (2.84) vs FIKJX (2.21). DFREX was incepted earlier than FIKJX: DFREX (33 years) vs FIKJX (7 years). FIKJX (0.63) is less costly to investors than DFREX (0.20). FIKJX is a more actively managed with annual turnover of: 72.00 vs. DFREX (4.00). DFREX (0) and FIKJX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 6.21 vs. FIKJX (-4.00). DFREX return over 5 years is better than : 24.58 vs. FIKJX (-14.03).
| DFREX | FIKJX | DFREX / FIKJX | |
| Total Expense Ratio | 0.18 | 0.63 | 29% |
| Annual Report Gross Expense Ratio | 0.20 | 0.63 | 32% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 2.670 | 1.931 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 174M | 3,809% |
| Annual Yield % from dividends | 2.84 | 2.21 | 128% |
| Returns for 1 year | 6.21 | -4.00 | -155% |
| Returns for 3 years | 14.27 | -2.61 | -547% |
| Returns for 5 years | 24.58 | -14.03 | -175% |
| Returns for 10 years | 72.99 | N/A | - |
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