Interact to see
Advertisement
Advertisement
DFREX vs FSERX
DFREX vs FSERX Comparison
Open Charts DFREX vs FSERX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Franklin Real Estate Securities R6
Price$17.47
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets253.1M
DFREX vs FSERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. FSERX 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 FSERX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FSERX (253M). DFREX pays higher dividends than FSERX: DFREX (2.56) vs FSERX (2.12). DFREX was incepted earlier than FSERX: DFREX (33 years) vs FSERX (12 years). FSERX (0.72) is less costly to investors than DFREX (0.20). FSERX is a more actively managed with annual turnover of: 17.38 vs. DFREX (4.00). DFREX has a lower initial minimum investment than FSERX: DFREX (0) vs FSERX (1000000). DFREX annual gain was more profitable for investors over the last year : 10.70 vs. FSERX (2.70). DFREX return over 5 years is better than : 30.22 vs. FSERX (3.52).
| DFREX | FSERX | DFREX / FSERX | |
| Total Expense Ratio | 0.18 | 0.64 | 28% |
| Annual Report Gross Expense Ratio | 0.20 | 0.72 | 28% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 2.767 | 3.420 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 253M | 2,745% |
| Annual Yield % from dividends | 2.56 | 2.12 | 121% |
| Returns for 1 year | 10.70 | 2.70 | 396% |
| Returns for 3 years | 5.81 | -5.52 | -105% |
| Returns for 5 years | 30.22 | 3.52 | 859% |
| Returns for 10 years | 73.40 | 1.54 | 4,764% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BOGIX | 31.76 | 0.28 | +0.89% |
| SGI Small Cap Core Fund I Shares | |||
| BITSX | 28.67 | 0.24 | +0.84% |
| iShares Total US Stock Market Idx Instl | |||
| CWIAX | 71.27 | 0.45 | +0.64% |
| American Funds Capital World Gr&Inc 529A | |||
| LICPX | 17.44 | 0.01 | +0.06% |
| Lord Abbett International Equity P | |||
| FIJCX | 87.56 | -0.21 | -0.24% |
| Fidelity Advisor Consumer Staples Z | |||