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DFREX vs FRIFX
DFREX vs FRIFX Comparison
Open Charts DFREX vs FRIFX
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
Fidelity Real Estate Income
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.38B
DFREX vs FRIFX Comparison Chart in %
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DFREX vs. FRIFX commentary
Sep 09, 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 FRIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. FRIFX (5.38B). FRIFX pays higher dividends than DFREX: FRIFX (4.62) vs DFREX (2.52). DFREX was incepted earlier than FRIFX: DFREX (33 years) vs FRIFX (23 years). FRIFX (0.67) is less costly to investors than DFREX (0.20). FRIFX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIFX (0) have matching initial minimum investment requirements. FRIFX annual gain was more profitable for investors over the last year : 4.88 vs. DFREX (-2.46). FRIFX return over 5 years is better than : 35.23 vs. DFREX (28.56).
| DFREX | FRIFX | DFREX / FRIFX | |
| Total Expense Ratio | 0.18 | 0.67 | 27% |
| Annual Report Gross Expense Ratio | 0.20 | 0.67 | 30% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.867 | 6.012 | 48% |
| 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 | 4.62 | 54% |
| Returns for 1 year | -2.46 | 4.88 | -50% |
| Returns for 3 years | 2.42 | 18.25 | 13% |
| Returns for 5 years | 28.56 | 35.23 | 81% |
| Returns for 10 years | 79.48 | 65.72 | 121% |
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