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DFREX vs SAREX
DFREX vs SAREX Comparison
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DFREX vs SAREX Comparison Chart in %
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DFREX vs. SAREX commentary
Sep 12, 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 Buy and SAREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.7B vs. SAREX (119M). DFREX pays higher dividends than SAREX: DFREX (2.83) vs SAREX (2.14). DFREX was incepted earlier than SAREX: DFREX (34 years) vs SAREX (19 years). SAREX (0.86) is less costly to investors than DFREX (0.21). DFREX is a more actively managed with annual turnover of: 6.00 vs. SAREX (5.00). 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 : 9.18 vs. SAREX (6.90). DFREX return over 5 years is better than : 6.43 vs. SAREX (-7.30).
| DFREX | SAREX | DFREX / SAREX | |
| Total Expense Ratio | 0.18 | 0.77 | 23% |
| Annual Report Gross Expense Ratio | 0.21 | 0.86 | 24% |
| Fund Existence | 34 years | 19 years | - |
| Gain YTD | 12.270 | 11.040 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 119M | 5,632% |
| Annual Yield % from dividends | 2.83 | 2.14 | 132% |
| Returns for 1 year | 9.18 | 6.90 | 133% |
| Returns for 3 years | 32.63 | 27.69 | 118% |
| Returns for 5 years | 6.43 | -7.30 | -88% |
| Returns for 10 years | 64.85 | 29.38 | 221% |
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