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DFREX vs IRSRX
DFREX vs IRSRX Comparison
Open Charts DFREX vs IRSRX
DFA Real Estate Securities I
Price$40.68
Change+$0.74 (+1.85%)
VolumeN/A
Net Assets6.8B
Macquarie Real Estate Securities R
Price$15.08
Change+$0.22 (+1.48%)
VolumeN/A
Net Assets89.1M
DFREX vs IRSRX Comparison Chart in %
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DFREX vs. IRSRX commentary
Aug 20, 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: 6.8B vs. IRSRX (89.1M). DFREX pays higher dividends than IRSRX: DFREX (2.60) vs IRSRX (1.42). 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 : -0.45 vs. IRSRX (-7.36). DFREX return over 5 years is better than : 28.52 vs. IRSRX (-24.53).
| 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 | 1.593 | 3.010 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 89.1M | 7,627% |
| Annual Yield % from dividends | 2.60 | 1.42 | 183% |
| Returns for 1 year | -0.45 | -7.36 | 6% |
| Returns for 3 years | -2.59 | -35.60 | 7% |
| Returns for 5 years | 28.52 | -24.53 | -116% |
| Returns for 10 years | 67.35 | -37.75 | -178% |
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