Interact to see
Advertisement
Advertisement
DFREX vs IARFX
DFREX vs IARFX Comparison
Open Charts DFREX vs IARFX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
Invesco Real Estate R6
Price$16.99
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets748.43M
DFREX vs IARFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. IARFX 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 IARFX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. IARFX (748M). DFREX pays higher dividends than IARFX: DFREX (2.95) vs IARFX (2.66). DFREX was incepted earlier than IARFX: DFREX (32 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 : 10.60 vs. IARFX (6.12). DFREX return over 5 years is better than : 29.30 vs. IARFX (5.29).
| DFREX | IARFX | DFREX / IARFX | |
| Total Expense Ratio | 0.18 | 0.80 | 22% |
| Annual Report Gross Expense Ratio | 0.20 | 0.80 | 25% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 1.853 | 1.807 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 748M | 930% |
| Annual Yield % from dividends | 2.95 | 2.66 | 111% |
| Returns for 1 year | 10.60 | 6.12 | 173% |
| Returns for 3 years | 12.45 | -1.40 | -889% |
| Returns for 5 years | 29.30 | 5.29 | 554% |
| Returns for 10 years | 71.36 | -18.64 | -383% |
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 % |
| RWMEX | 61.49 | -0.63 | -1.01% |
| American Funds Washington Mutual R4 | |||
| HEOSX | 16.97 | -0.24 | -1.39% |
| Hartford Climate Opportunities R4 | |||
| PMFPX | 22.34 | -0.35 | -1.54% |
| Principal MidCap S&P 400 Index R5 | |||
| AEDRX | 35.72 | -0.64 | -1.76% |
| Invesco EQV European Equity R | |||
| ESPCX | 30.57 | -0.61 | -1.96% |
| Allspring Special Small Cap Value C | |||