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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
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.1B vs. FSERX (244M). DFREX pays higher dividends than FSERX: DFREX (2.74) vs FSERX (1.69). DFREX was incepted earlier than FSERX: DFREX (34 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: 32.25 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 : 18.87 vs. FSERX (12.15). DFREX return over 5 years is better than : 11.44 vs. FSERX (-8.98).
| DFREX | FSERX | DFREX / FSERX | |
| Total Expense Ratio | 0.18 | 0.66 | 27% |
| Annual Report Gross Expense Ratio | 0.21 | 0.75 | 28% |
| Fund Existence | 34 years | 13 years | - |
| Gain YTD | 17.497 | 16.561 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 244M | 2,911% |
| Annual Yield % from dividends | 2.74 | 1.69 | 163% |
| Returns for 1 year | 18.87 | 12.15 | 155% |
| Returns for 3 years | 33.08 | 10.57 | 313% |
| Returns for 5 years | 11.44 | -8.98 | -127% |
| Returns for 10 years | 61.11 | -9.54 | -641% |
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