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DFREX vs FSERX
DFREX vs FSERX Comparison
Open Charts DFREX vs FSERX
DFREX vs FSERX Comparison Chart in %
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DFREX vs. FSERX commentary
Jun 03, 2026
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 Hold and FSERX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.81B vs. FSERX (232M). DFREX pays higher dividends than FSERX: DFREX (2.56) vs FSERX (1.76). DFREX was incepted earlier than FSERX: DFREX (33 years) vs FSERX (13 years). FSERX (0.75) is less costly to investors than DFREX (0.21). FSERX is a more actively managed with annual turnover of: 28.21 vs. DFREX (6.00). DFREX has a lower initial minimum investment than FSERX: DFREX (0) vs FSERX (1000000). DFREX annual gain was more profitable for investors over the last year : 10.98 vs. FSERX (3.64). DFREX return over 5 years is better than : 10.66 vs. FSERX (-9.90).
| DFREX | FSERX | DFREX / FSERX | |
| Total Expense Ratio | 0.18 | 0.66 | 27% |
| Annual Report Gross Expense Ratio | 0.21 | 0.75 | 28% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 11.423 | 9.292 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 232M | 2,933% |
| Annual Yield % from dividends | 2.56 | 1.76 | 146% |
| Returns for 1 year | 10.98 | 3.64 | 301% |
| Returns for 3 years | 31.75 | 7.95 | 399% |
| Returns for 5 years | 10.66 | -9.90 | -108% |
| Returns for 10 years | 66.76 | -7.73 | -863% |
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