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DFREX vs FRIOX
DFREX vs FRIOX Comparison
Open Charts DFREX vs FRIOX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
Fidelity Advisor Real Estate Income C
Price$11.84
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets5.12B
DFREX vs FRIOX Comparison Chart
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DFREX vs. FRIOX commentary
Jun 16, 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 FRIOX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FRIOX (5.12B). FRIOX pays higher dividends than DFREX: FRIOX (3.61) vs DFREX (2.95). DFREX was incepted earlier than FRIOX: DFREX (32 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 : 10.60 vs. FRIOX (7.43). FRIOX (30.39) and DFREX (29.30) 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 | 32 years | 15 years | - |
| Gain YTD | 1.853 | 2.506 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 5.12B | 136% |
| Annual Yield % from dividends | 2.95 | 3.61 | 82% |
| Returns for 1 year | 10.60 | 7.43 | 143% |
| Returns for 3 years | 12.45 | 13.34 | 93% |
| Returns for 5 years | 29.30 | 30.39 | 96% |
| Returns for 10 years | 71.36 | 42.24 | 169% |
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