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DFREX vs IVRSX
DFREX vs IVRSX Comparison
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DFREX vs IVRSX Comparison Chart in %
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DFREX vs. IVRSX commentary
Sep 22, 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 IVRSX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.69B vs. IVRSX (193M). DFREX pays higher dividends than IVRSX: DFREX (2.83) vs IVRSX (1.82). DFREX was incepted earlier than IVRSX: DFREX (34 years) vs IVRSX (38 years). IVRSX (1.25) is less costly to investors than DFREX (0.21). IVRSX is a more actively managed with annual turnover of: 97.00 vs. DFREX (6.00). DFREX (0) and IVRSX (0) have matching initial minimum investment requirements. IVRSX annual gain was more profitable for investors over the last year : 12.05 vs. DFREX (8.41). DFREX return over 5 years is better than : 4.57 vs. IVRSX (-14.17).
| DFREX | IVRSX | DFREX / IVRSX | |
| Total Expense Ratio | 0.18 | 1.00 | 18% |
| Annual Report Gross Expense Ratio | 0.21 | 1.25 | 17% |
| Fund Existence | 34 years | 38 years | - |
| Gain YTD | 10.112 | 12.619 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 193M | 3,468% |
| Annual Yield % from dividends | 2.83 | 1.82 | 156% |
| Returns for 1 year | 8.41 | 12.05 | 70% |
| Returns for 3 years | 31.05 | 31.74 | 98% |
| Returns for 5 years | 4.57 | -14.17 | -32% |
| Returns for 10 years | 59.21 | 1.56 | 3,798% |
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