Interact to see
Advertisement
Advertisement
DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
Invesco Real Estate R6
Price$16.74
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets708.95M
DFREX vs IARFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. IARFX commentary
Sep 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 IARFX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. IARFX (709M). IARFX (2.55) and DFREX (2.52) have matching dividends . DFREX was incepted earlier than IARFX: DFREX (33 years) vs IARFX (13 years). IARFX (0.95) is less costly to investors than DFREX (0.20). IARFX is a more actively managed with annual turnover of: 63.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than IARFX: DFREX (0) vs IARFX (1000000). DFREX annual gain was more profitable for investors over the last year : -1.87 vs. IARFX (-5.79). DFREX return over 5 years is better than : 28.98 vs. IARFX (3.62).
| DFREX | IARFX | DFREX / IARFX | |
| Total Expense Ratio | 0.18 | 0.95 | 19% |
| Annual Report Gross Expense Ratio | 0.20 | 0.95 | 21% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 3.566 | 1.742 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 709M | 974% |
| Annual Yield % from dividends | 2.52 | 2.55 | 99% |
| Returns for 1 year | -1.87 | -5.79 | 32% |
| Returns for 3 years | 6.34 | -9.30 | -68% |
| Returns for 5 years | 28.98 | 3.62 | 799% |
| Returns for 10 years | 82.39 | -15.55 | -530% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement