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DFREX vs STMOX
DFREX vs STMOX Comparison
Open Charts DFREX vs STMOX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
Sterling Capital Real Estate C
Price$35.16
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets68.34M
DFREX vs STMOX Comparison Chart in %
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DFREX vs. STMOX commentary
Sep 08, 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 STMOX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. STMOX (68.3M). DFREX pays higher dividends than STMOX: DFREX (2.52) vs STMOX (1.79). DFREX was incepted earlier than STMOX: DFREX (33 years) vs STMOX (10 years). STMOX (1.86) is less costly to investors than DFREX (0.20). STMOX is a more actively managed with annual turnover of: 4.90 vs. DFREX (4.00). DFREX has a lower initial minimum investment than STMOX: DFREX (0) vs STMOX (1000). DFREX annual gain was more profitable for investors over the last year : -1.87 vs. STMOX (-6.52). DFREX return over 5 years is better than : 28.98 vs. STMOX (-0.72).
| DFREX | STMOX | DFREX / STMOX | |
| Total Expense Ratio | 0.18 | 1.86 | 10% |
| Annual Report Gross Expense Ratio | 0.20 | 1.86 | 11% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 3.566 | 2.517 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 68.3M | 10,116% |
| Annual Yield % from dividends | 2.52 | 1.79 | 141% |
| Returns for 1 year | -1.87 | -6.52 | 29% |
| Returns for 3 years | 6.34 | -6.59 | -96% |
| Returns for 5 years | 28.98 | -0.72 | -4,023% |
| Returns for 10 years | 82.39 | N/A | - |
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