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DFREX vs SACRX
DFREX vs SACRX Comparison
Open Charts DFREX vs SACRX
DFA Real Estate Securities I
Price$40.37
Change-$0.19 (-0.47%)
VolumeN/A
Net Assets6.97B
Spirit of America Real Estate Inc&Gr C
Price$8.53
Change-$0.05 (-0.58%)
VolumeN/A
Net Assets72.81M
DFREX vs SACRX Comparison Chart
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DFREX vs. SACRX commentary
May 09, 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: 6.97B vs. SACRX (72.8M). SACRX pays higher dividends than DFREX: SACRX (9.01) vs DFREX (2.98). DFREX was incepted earlier than SACRX: DFREX (32 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 : 13.76 vs. SACRX (9.79). DFREX return over 5 years is better than : 37.23 vs. SACRX (27.85).
| DFREX | SACRX | DFREX / SACRX | |
| Total Expense Ratio | 0.18 | 2.30 | 8% |
| Annual Report Gross Expense Ratio | 0.20 | 2.30 | 9% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 0.730 | -2.057 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 72.8M | 9,571% |
| Annual Yield % from dividends | 2.98 | 9.01 | 33% |
| Returns for 1 year | 13.76 | 9.79 | 141% |
| Returns for 3 years | 1.98 | -3.07 | -64% |
| Returns for 5 years | 37.23 | 27.85 | 134% |
| Returns for 10 years | 66.20 | N/A | - |
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