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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Fidelity Advisor Real Estate Income C
Price$11.95
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets5.25B
DFREX vs FRIOX Comparison Chart in %
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DFREX vs. FRIOX commentary
Jul 07, 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 FRIOX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FRIOX (5.25B). FRIOX pays higher dividends than DFREX: FRIOX (3.58) vs DFREX (2.56). DFREX was incepted earlier than FRIOX: DFREX (33 years) vs FRIOX (15 years). FRIOX (1.71) is less costly to investors than DFREX (0.20). FRIOX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIOX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.70 vs. FRIOX (8.14). FRIOX (31.23) and DFREX (30.22) have equivalent 5 years return.
| DFREX | FRIOX | DFREX / FRIOX | |
| Total Expense Ratio | 0.18 | 1.71 | 11% |
| Annual Report Gross Expense Ratio | 0.20 | 1.71 | 12% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 2.767 | 3.459 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 5.25B | 132% |
| Annual Yield % from dividends | 2.56 | 3.58 | 72% |
| Returns for 1 year | 10.70 | 8.14 | 131% |
| Returns for 3 years | 5.81 | 12.46 | 47% |
| Returns for 5 years | 30.22 | 31.23 | 97% |
| Returns for 10 years | 73.40 | 43.81 | 168% |
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