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DFREX vs FSRNX
DFREX vs FSRNX Comparison
Open Charts DFREX vs FSRNX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
Fidelity Real Estate Index
Price$16.29
Change-$0.16 (-0.97%)
VolumeN/A
Net Assets2.62B
DFREX vs FSRNX Comparison Chart
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DFREX vs. FSRNX 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 FSRNX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FSRNX (2.62B). DFREX (2.95) and FSRNX (2.82) have matching dividends . DFREX was incepted earlier than FSRNX: DFREX (32 years) vs FSRNX (14 years). DFREX (0.20) is less costly to investors than FSRNX (0.07). FSRNX is a more actively managed with annual turnover of: 5.00 vs. DFREX (4.00). DFREX (0) and FSRNX (0) have matching initial minimum investment requirements. FSRNX annual gain was more profitable for investors over the last year : 11.16 vs. DFREX (10.60). FSRNX return over 5 years is better than : 35.81 vs. DFREX (29.30).
| DFREX | FSRNX | DFREX / FSRNX | |
| Total Expense Ratio | 0.18 | 0.07 | 257% |
| Annual Report Gross Expense Ratio | 0.20 | 0.07 | 286% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.853 | 1.641 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 2.62B | 265% |
| Annual Yield % from dividends | 2.95 | 2.82 | 104% |
| Returns for 1 year | 10.60 | 11.16 | 95% |
| Returns for 3 years | 12.45 | 16.51 | 75% |
| Returns for 5 years | 29.30 | 35.81 | 82% |
| Returns for 10 years | 71.36 | 49.29 | 145% |
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