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DFREX vs IRSAX
DFREX vs IRSAX Comparison
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DFREX vs IRSAX Comparison Chart in %
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DFREX vs. IRSAX commentary
Jun 04, 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 IRSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.83B vs. IRSAX (88.9M). DFREX pays higher dividends than IRSAX: DFREX (2.56) vs IRSAX (1.88). DFREX was incepted earlier than IRSAX: DFREX (33 years) vs IRSAX (27 years). IRSAX (1.54) is less costly to investors than DFREX (0.21). IRSAX is a more actively managed with annual turnover of: 45.00 vs. DFREX (6.00). DFREX has a lower initial minimum investment than IRSAX: DFREX (0) vs IRSAX (1000). DFREX annual gain was more profitable for investors over the last year : 11.39 vs. IRSAX (-4.41). DFREX return over 5 years is better than : 10.58 vs. IRSAX (-44.02).
| DFREX | IRSAX | DFREX / IRSAX | |
| Total Expense Ratio | 0.18 | 1.08 | 17% |
| Annual Report Gross Expense Ratio | 0.21 | 1.54 | 14% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 11.423 | 11.471 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 88.9M | 7,682% |
| Annual Yield % from dividends | 2.56 | 1.88 | 136% |
| Returns for 1 year | 11.39 | -4.41 | -258% |
| Returns for 3 years | 31.75 | -6.46 | -491% |
| Returns for 5 years | 10.58 | -44.02 | -24% |
| Returns for 10 years | 66.76 | -42.05 | -159% |
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