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DFREX vs IARIX
DFREX vs IARIX Comparison
Open Charts DFREX vs IARIX
DFA Real Estate Securities I
Price$41.83
Change+$0.38 (+0.92%)
VolumeN/A
Net Assets6.84B
Invesco Real Estate R5
Price$17.08
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets700.53M
DFREX vs IARIX Comparison Chart in %
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DFREX vs. IARIX commentary
Oct 21, 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 IARIX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. IARIX (701M). DFREX pays higher dividends than IARIX: DFREX (2.51) vs IARIX (2.29). DFREX was incepted earlier than IARIX: DFREX (33 years) vs IARIX (21 years). IARIX (1.02) is less costly to investors than DFREX (0.20). IARIX is a more actively managed with annual turnover of: 63.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than IARIX: DFREX (0) vs IARIX (1000000). DFREX annual gain was more profitable for investors over the last year : -3.49 vs. IARIX (-6.49). DFREX return over 5 years is better than : 33.64 vs. IARIX (6.92).
| DFREX | IARIX | DFREX / IARIX | |
| Total Expense Ratio | 0.18 | 1.02 | 18% |
| Annual Report Gross Expense Ratio | 0.20 | 1.02 | 20% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 4.966 | 3.361 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 701M | 976% |
| Annual Yield % from dividends | 2.51 | 2.29 | 110% |
| Returns for 1 year | -3.49 | -6.49 | 54% |
| Returns for 3 years | 26.86 | 10.39 | 258% |
| Returns for 5 years | 33.64 | 6.92 | 486% |
| Returns for 10 years | 65.90 | -22.74 | -290% |
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