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DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
DFREX vs IARFX Comparison Chart in %
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DFREX vs. IARFX 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 IARFX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. IARFX (744M). IARFX (2.56) and DFREX (2.56) have matching dividends . DFREX was incepted earlier than IARFX: DFREX (33 years) vs IARFX (13 years). IARFX (0.80) 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 : 10.70 vs. IARFX (5.97). DFREX return over 5 years is better than : 30.22 vs. IARFX (5.39).
| DFREX | IARFX | DFREX / IARFX | |
| Total Expense Ratio | 0.18 | 0.80 | 22% |
| Annual Report Gross Expense Ratio | 0.20 | 0.80 | 25% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 2.767 | 2.043 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 744M | 933% |
| Annual Yield % from dividends | 2.56 | 2.56 | 100% |
| Returns for 1 year | 10.70 | 5.97 | 179% |
| Returns for 3 years | 5.81 | -8.66 | -67% |
| Returns for 5 years | 30.22 | 5.39 | 560% |
| Returns for 10 years | 73.40 | -18.22 | -403% |