Interact to see
Advertisement
Advertisement
DFREX vs IVRSX
DFREX vs IVRSX Comparison
Open Charts DFREX vs IVRSX
DFREX vs IVRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. IVRSX commentary
Jun 23, 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: 6.87B vs. IVRSX (93.3M). IVRSX pays higher dividends than DFREX: IVRSX (4.31) vs DFREX (2.56). DFREX was incepted earlier than IVRSX: DFREX (33 years) vs IVRSX (37 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 : 15.66 vs. DFREX (13.59). DFREX return over 5 years is better than : 12.38 vs. IVRSX (-8.70).
| DFREX | IVRSX | DFREX / IVRSX | |
| Total Expense Ratio | 0.18 | 1.00 | 18% |
| Annual Report Gross Expense Ratio | 0.21 | 1.25 | 17% |
| Fund Existence | 33 years | 37 years | - |
| Gain YTD | 14.079 | 14.490 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.87B | 93.3M | 7,365% |
| Annual Yield % from dividends | 2.56 | 4.31 | 59% |
| Returns for 1 year | 13.59 | 15.66 | 87% |
| Returns for 3 years | 38.21 | 27.06 | 141% |
| Returns for 5 years | 12.38 | -8.70 | -142% |
| Returns for 10 years | 68.43 | 4.90 | 1,398% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement