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DFREX vs IRSRX
DFREX vs IRSRX Comparison
Open Charts DFREX vs IRSRX
DFA Real Estate Securities I
Price$41.34
Change+$0.37 (+0.90%)
VolumeN/A
Net Assets6.83B
Macquarie Real Estate Securities R
Price$15.40
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets88.14M
DFREX vs IRSRX Comparison Chart in %
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DFREX vs. IRSRX commentary
Sep 28, 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 IRSRX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.83B vs. IRSRX (88.1M). DFREX pays higher dividends than IRSRX: DFREX (2.52) vs IRSRX (1.37). DFREX was incepted earlier than IRSRX: DFREX (33 years) vs IRSRX (20 years). IRSRX (1.65) is less costly to investors than DFREX (0.20). IRSRX is a more actively managed with annual turnover of: 45.00 vs. DFREX (4.00). DFREX (0) and IRSRX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : -4.08 vs. IRSRX (-10.25). DFREX return over 5 years is better than : 34.75 vs. IRSRX (-19.59).
| DFREX | IRSRX | DFREX / IRSRX | |
| Total Expense Ratio | 0.18 | 1.45 | 12% |
| Annual Report Gross Expense Ratio | 0.20 | 1.65 | 12% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 3.241 | 5.691 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 88.1M | 7,749% |
| Annual Yield % from dividends | 2.52 | 1.37 | 184% |
| Returns for 1 year | -4.08 | -10.25 | 40% |
| Returns for 3 years | 21.29 | -19.06 | -112% |
| Returns for 5 years | 34.75 | -19.59 | -177% |
| Returns for 10 years | 75.43 | -34.32 | -220% |
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