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DFREX vs IARIX
DFREX vs IARIX Comparison
Open Charts DFREX vs IARIX
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
Invesco Real Estate R5
Price$16.79
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets704.93M
DFREX vs IARIX Comparison Chart in %
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DFREX vs. IARIX commentary
Sep 09, 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 IARIX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. IARIX (705M). DFREX (2.52) and IARIX (2.48) have matching dividends . 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 : -1.87 vs. IARIX (-5.85). DFREX return over 5 years is better than : 28.98 vs. IARIX (3.20).
| 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 | 3.566 | 1.655 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 705M | 980% |
| Annual Yield % from dividends | 2.52 | 2.48 | 101% |
| Returns for 1 year | -1.87 | -5.85 | 32% |
| Returns for 3 years | 6.34 | -9.53 | -67% |
| Returns for 5 years | 28.98 | 3.20 | 904% |
| Returns for 10 years | 82.39 | -16.21 | -508% |
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