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DFREX vs FIKMX
DFREX vs FIKMX Comparison
Open Charts DFREX vs FIKMX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
Fidelity Advisor Real Estate Income Z
Price$12.31
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets5.38B
DFREX vs FIKMX Comparison Chart in %
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DFREX vs. FIKMX commentary
Sep 08, 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 FIKMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. FIKMX (5.38B). FIKMX pays higher dividends than DFREX: FIKMX (4.74) vs DFREX (2.52). DFREX was incepted earlier than FIKMX: DFREX (33 years) vs FIKMX (7 years). FIKMX (0.57) is less costly to investors than DFREX (0.20). FIKMX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FIKMX (0) have matching initial minimum investment requirements. FIKMX annual gain was more profitable for investors over the last year : 5.10 vs. DFREX (-1.87). FIKMX return over 5 years is better than : 35.93 vs. DFREX (28.98).
| DFREX | FIKMX | DFREX / FIKMX | |
| Total Expense Ratio | 0.18 | 0.57 | 32% |
| Annual Report Gross Expense Ratio | 0.20 | 0.57 | 35% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 3.566 | 6.083 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 5.38B | 128% |
| Annual Yield % from dividends | 2.52 | 4.74 | 53% |
| Returns for 1 year | -1.87 | 5.10 | -37% |
| Returns for 3 years | 6.34 | 17.85 | 35% |
| Returns for 5 years | 28.98 | 35.93 | 81% |
| Returns for 10 years | 82.39 | N/A | - |
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