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DFREX vs FSRNX
DFREX vs FSRNX Comparison
Open Charts DFREX vs FSRNX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Fidelity Real Estate Index
Price$16.53
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.65B
DFREX vs FSRNX Comparison Chart in %
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DFREX vs. FSRNX 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 FSRNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. FSRNX (2.65B). FSRNX pays higher dividends than DFREX: FSRNX (2.79) vs DFREX (2.56). DFREX was incepted earlier than FSRNX: DFREX (33 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 : 12.35 vs. DFREX (10.70). FSRNX return over 5 years is better than : 40.18 vs. DFREX (30.22).
| DFREX | FSRNX | DFREX / FSRNX | |
| Total Expense Ratio | 0.18 | 0.07 | 257% |
| Annual Report Gross Expense Ratio | 0.20 | 0.07 | 286% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 2.767 | 3.139 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 2.65B | 262% |
| Annual Yield % from dividends | 2.56 | 2.79 | 92% |
| Returns for 1 year | 10.70 | 12.35 | 87% |
| Returns for 3 years | 5.81 | 10.48 | 56% |
| Returns for 5 years | 30.22 | 40.18 | 75% |
| Returns for 10 years | 73.40 | 52.13 | 141% |
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