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DFREX vs FRIRX
DFREX vs FRIRX Comparison
Open Charts DFREX vs FRIRX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Fidelity Advisor Real Estate Income I
Price$12.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.25B
DFREX vs FRIRX Comparison Chart in %
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DFREX vs. FRIRX commentary
Jul 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 FRIRX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FRIRX (5.25B). FRIRX pays higher dividends than DFREX: FRIRX (4.54) vs DFREX (2.56). DFREX was incepted earlier than FRIRX: DFREX (33 years) vs FRIRX (15 years). FRIRX (0.70) is less costly to investors than DFREX (0.20). FRIRX is a more actively managed with annual turnover of: 24.00 vs. DFREX (4.00). DFREX (0) and FRIRX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : 10.70 vs. FRIRX (9.10). FRIRX return over 5 years is better than : 37.95 vs. DFREX (30.22).
| DFREX | FRIRX | DFREX / FRIRX | |
| Total Expense Ratio | 0.18 | 0.70 | 26% |
| Annual Report Gross Expense Ratio | 0.20 | 0.70 | 29% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 2.767 | 3.891 | 71% |
| 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 | 4.54 | 56% |
| Returns for 1 year | 10.70 | 9.10 | 118% |
| Returns for 3 years | 5.81 | 15.87 | 37% |
| Returns for 5 years | 30.22 | 37.95 | 80% |
| Returns for 10 years | 73.40 | 59.20 | 124% |
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