DFREX
Price
$40.59
Change
+$0.18 (+0.45%)
Updated
Nov 18 closing price
Net Assets
6.72B
SAREX
Price
$11.36
Change
+$0.05 (+0.44%)
Updated
Nov 18 closing price
Net Assets
115.7M
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DFREX vs SAREX

Header iconDFREX vs SAREX Comparison
Open Charts DFREX vs SAREXBanner chart's image
DFA Real Estate Securities I
Price$40.59
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets6.72B
SA Real Estate Securities
Price$11.36
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets115.7M
DFREX vs SAREX Comparison Chart in %
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DFREX vs. SAREX commentary
Nov 20, 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.

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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. SAREX (116M). SAREX pays higher dividends than DFREX: SAREX (2.85) vs DFREX (2.57). DFREX was incepted earlier than SAREX: DFREX (33 years) vs SAREX (19 years). SAREX (0.86) is less costly to investors than DFREX (0.20). SAREX is a more actively managed with annual turnover of: 5.00 vs. DFREX (4.00). 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 : -3.07 vs. SAREX (-4.22). DFREX return over 5 years is better than : 21.54 vs. SAREX (6.19).
DFREXSAREXDFREX / SAREX
Total Expense Ratio0.180.7624%
Annual Report Gross Expense Ratio0.200.8623%
Fund Existence33 years19 years-
Gain YTD1.8541.158160%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.72B116M5,796%
Annual Yield % from dividends2.572.8590%
Returns for 1 year-3.07-4.2273%
Returns for 3 years12.507.48167%
Returns for 5 years21.546.19348%
Returns for 10 years63.7830.33210%
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