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DFREX vs SACRX
DFREX vs SACRX Comparison
Open Charts DFREX vs SACRX
DFA Real Estate Securities I
Price$41.06
Change+$0.26 (+0.64%)
VolumeN/A
Net Assets6.84B
Spirit of America Real Estate Inc&Gr C
Price$8.33
Change+$0.07 (+0.85%)
VolumeN/A
Net Assets71.6M
DFREX vs SACRX Comparison Chart in %
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DFREX vs. SACRX commentary
Sep 06, 2025
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 Buy and SACRX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. SACRX (71.6M). SACRX pays higher dividends than DFREX: SACRX (9.35) vs DFREX (2.52). DFREX was incepted earlier than SACRX: DFREX (33 years) vs SACRX (9 years). SACRX (2.30) is less costly to investors than DFREX (0.20). SACRX is a more actively managed with annual turnover of: 8.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than SACRX: DFREX (0) vs SACRX (500). DFREX annual gain was more profitable for investors over the last year : -3.15 vs. SACRX (-4.59). DFREX return over 5 years is better than : 27.70 vs. SACRX (21.02).
| DFREX | SACRX | DFREX / SACRX | |
| Total Expense Ratio | 0.18 | 2.30 | 8% |
| Annual Report Gross Expense Ratio | 0.20 | 2.30 | 9% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 2.542 | -1.078 | -236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 71.6M | 9,557% |
| Annual Yield % from dividends | 2.52 | 9.35 | 27% |
| Returns for 1 year | -3.15 | -4.59 | 69% |
| Returns for 3 years | 6.38 | 7.06 | 90% |
| Returns for 5 years | 27.70 | 21.02 | 132% |
| Returns for 10 years | 83.34 | N/A | - |
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