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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
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 IRSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.1B vs. IRSAX (96.2M). DFREX pays higher dividends than IRSAX: DFREX (2.74) vs IRSAX (1.69). DFREX was incepted earlier than IRSAX: DFREX (34 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: 37.00 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 : 18.87 vs. IRSAX (3.65). DFREX return over 5 years is better than : 11.44 vs. IRSAX (-43.22).
| DFREX | IRSAX | DFREX / IRSAX | |
| Total Expense Ratio | 0.18 | 1.08 | 17% |
| Annual Report Gross Expense Ratio | 0.21 | 1.54 | 14% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 17.497 | 19.628 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 96.2M | 7,384% |
| Annual Yield % from dividends | 2.74 | 1.69 | 162% |
| Returns for 1 year | 18.87 | 3.65 | 517% |
| Returns for 3 years | 33.08 | -4.23 | -782% |
| Returns for 5 years | 11.44 | -43.22 | -26% |
| Returns for 10 years | 61.11 | -42.89 | -142% |
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