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DFREX vs STMMX
DFREX vs STMMX Comparison
Open Charts DFREX vs STMMX
DFA Real Estate Securities I
Price$41.34
Change+$0.37 (+0.90%)
VolumeN/A
Net Assets6.83B
Sterling Capital Real Estate A
Price$35.57
Change+$0.29 (+0.82%)
VolumeN/A
Net Assets67.37M
DFREX vs STMMX Comparison Chart in %
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DFREX vs. STMMX 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 STMMX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.83B vs. STMMX (67.4M). DFREX (2.52) and STMMX (2.48) have matching dividends . DFREX was incepted earlier than STMMX: DFREX (33 years) vs STMMX (10 years). STMMX (1.11) is less costly to investors than DFREX (0.20). STMMX is a more actively managed with annual turnover of: 4.90 vs. DFREX (4.00). DFREX has a lower initial minimum investment than STMMX: DFREX (0) vs STMMX (1000). DFREX annual gain was more profitable for investors over the last year : -4.08 vs. STMMX (-8.06). DFREX return over 5 years is better than : 34.75 vs. STMMX (7.46).
| DFREX | STMMX | DFREX / STMMX | |
| Total Expense Ratio | 0.18 | 1.11 | 16% |
| Annual Report Gross Expense Ratio | 0.20 | 1.11 | 18% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 3.241 | 2.045 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 67.4M | 10,129% |
| Annual Yield % from dividends | 2.52 | 2.48 | 101% |
| Returns for 1 year | -4.08 | -8.06 | 51% |
| Returns for 3 years | 21.29 | 8.54 | 249% |
| Returns for 5 years | 34.75 | 7.46 | 466% |
| Returns for 10 years | 75.43 | N/A | - |
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