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DFREX vs PFRSX
DFREX vs PFRSX Comparison
Open Charts DFREX vs PFRSX
DFA Real Estate Securities I
Price$41.34
Change+$0.37 (+0.90%)
VolumeN/A
Net Assets6.83B
Principal Real Estate Securities Fd R6
Price$28.40
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets6.26B
DFREX vs PFRSX Comparison Chart in %
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DFREX vs. PFRSX commentary
Sep 29, 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 PFRSX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.83B vs. PFRSX (6.26B). PFRSX (2.58) and DFREX (2.52) have matching dividends . DFREX was incepted earlier than PFRSX: DFREX (33 years) vs PFRSX (9 years). PFRSX (0.81) is less costly to investors than DFREX (0.20). PFRSX is a more actively managed with annual turnover of: 31.20 vs. DFREX (4.00). DFREX (0) and PFRSX (0) have matching initial minimum investment requirements. DFREX annual gain was more profitable for investors over the last year : -4.08 vs. PFRSX (-5.10). PFRSX (35.33) and DFREX (34.75) have equivalent 5 years return.
| DFREX | PFRSX | DFREX / PFRSX | |
| Total Expense Ratio | 0.18 | 0.81 | 22% |
| Annual Report Gross Expense Ratio | 0.20 | 0.81 | 25% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 3.241 | 3.076 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 6.26B | 109% |
| Annual Yield % from dividends | 2.52 | 2.58 | 97% |
| Returns for 1 year | -4.08 | -5.10 | 80% |
| Returns for 3 years | 21.29 | 23.72 | 90% |
| Returns for 5 years | 34.75 | 35.33 | 98% |
| Returns for 10 years | 75.43 | N/A | - |
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