DFITX vs. FIRIX
Compare and contrast key facts about DFA International Real Estate Securities (DFITX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX).
DFITX is managed by Dimensional. It was launched on Feb 28, 2007. FIRIX is managed by Fidelity. It was launched on Apr 4, 2007.
Performance
DFITX vs. FIRIX - Performance Comparison
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DFITX vs. FIRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | -7.92% | 24.65% | -7.70% | 5.96% | -21.73% | 12.81% | -9.02% | 23.61% | -6.93% | 15.38% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | -5.03% | 22.73% | -9.43% | 4.07% | -26.55% | 11.87% | 5.82% | 28.09% | -6.12% | 26.95% |
Returns By Period
In the year-to-date period, DFITX achieves a -7.92% return, which is significantly lower than FIRIX's -5.03% return. Over the past 10 years, DFITX has underperformed FIRIX with an annualized return of 1.34%, while FIRIX has yielded a comparatively higher 3.64% annualized return.
DFITX
- 1D
- -0.29%
- 1M
- -12.31%
- YTD
- -7.92%
- 6M
- -6.97%
- 1Y
- 10.05%
- 3Y*
- 4.12%
- 5Y*
- -0.61%
- 10Y*
- 1.34%
FIRIX
- 1D
- 0.20%
- 1M
- -13.64%
- YTD
- -5.03%
- 6M
- -2.99%
- 1Y
- 12.98%
- 3Y*
- 3.22%
- 5Y*
- -2.20%
- 10Y*
- 3.64%
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DFITX vs. FIRIX - Expense Ratio Comparison
DFITX has a 0.27% expense ratio, which is lower than FIRIX's 0.92% expense ratio.
Return for Risk
DFITX vs. FIRIX — Risk / Return Rank
DFITX
FIRIX
DFITX vs. FIRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Real Estate Securities (DFITX) and Fidelity Advisor International Real Estate Fund Class I (FIRIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DFITX | FIRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.96 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.35 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.89 | -0.18 |
Martin ratioReturn relative to average drawdown | 2.98 | 3.90 | -0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFITX | FIRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.96 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | -0.16 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.27 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.12 | -0.04 |
Correlation
The correlation between DFITX and FIRIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DFITX vs. FIRIX - Dividend Comparison
DFITX's dividend yield for the trailing twelve months is around 7.24%, more than FIRIX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | 7.24% | 6.67% | 6.24% | 5.05% | 0.00% | 7.86% | 0.00% | 12.86% | 5.99% | 4.21% | 8.62% | 1.79% |
FIRIX Fidelity Advisor International Real Estate Fund Class I | 3.15% | 2.99% | 5.16% | 1.90% | 4.41% | 5.49% | 1.84% | 5.15% | 2.10% | 3.41% | 4.27% | 3.09% |
Drawdowns
DFITX vs. FIRIX - Drawdown Comparison
The maximum DFITX drawdown since its inception was -73.49%, roughly equal to the maximum FIRIX drawdown of -71.41%. Use the drawdown chart below to compare losses from any high point for DFITX and FIRIX.
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Drawdown Indicators
| DFITX | FIRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.49% | -71.41% | -2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -13.82% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -37.07% | +2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -45.26% | -37.07% | -8.19% |
Current DrawdownCurrent decline from peak | -14.12% | -21.56% | +7.44% |
Average DrawdownAverage peak-to-trough decline | -18.19% | -20.00% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.17% | -0.23% |
Volatility
DFITX vs. FIRIX - Volatility Comparison
The current volatility for DFA International Real Estate Securities (DFITX) is 4.58%, while Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a volatility of 5.19%. This indicates that DFITX experiences smaller price fluctuations and is considered to be less risky than FIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFITX | FIRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.19% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 8.70% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 12.91% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 13.55% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 13.67% | +2.74% |