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DFREX vs SAREX
DFREX vs SAREX Comparison
Open Charts DFREX vs SAREX
DFA Real Estate Securities I
Price$40.23
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.79B
SA Real Estate Securities
Price$11.23
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets116.78M
DFREX vs SAREX Comparison Chart in %
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DFREX vs. SAREX commentary
Aug 07, 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 Hold and SAREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.79B vs. SAREX (117M). SAREX pays higher dividends than DFREX: SAREX (2.88) vs DFREX (2.60). DFREX was incepted earlier than SAREX: DFREX (33 years) vs SAREX (18 years). SAREX (0.86) is less costly to investors than DFREX (0.20). DFREX is a more actively managed with annual turnover of: 4.00 vs. SAREX (2.00). DFREX has a lower initial minimum investment than SAREX: DFREX (0) vs SAREX (100000). DFREX annual gain was more profitable for investors over the last year : 0.00 vs. SAREX (-0.48). DFREX return over 5 years is better than : 24.17 vs. SAREX (9.40).
| DFREX | SAREX | DFREX / SAREX | |
| Total Expense Ratio | 0.18 | 0.76 | 24% |
| Annual Report Gross Expense Ratio | 0.20 | 0.86 | 23% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 0.469 | 0.801 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 117M | 5,805% |
| Annual Yield % from dividends | 2.60 | 2.88 | 90% |
| Returns for 1 year | 0.00 | -0.48 | -1% |
| Returns for 3 years | -1.45 | -4.95 | 29% |
| Returns for 5 years | 24.17 | 9.40 | 257% |
| Returns for 10 years | 64.42 | 31.95 | 202% |
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