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DFRSX vs FIQEX
DFRSX vs FIQEX Comparison
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DFRSX vs FIQEX Comparison Chart in %
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DFRSX vs. FIQEX commentary
Aug 23, 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 DFRSX is a Hold and FIQEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQEX has more cash in the bank: 1.16B vs. DFRSX (267M). DFRSX pays higher dividends than FIQEX: DFRSX (4.83) vs FIQEX (0.77). DFRSX was incepted earlier than FIQEX: DFRSX (34 years) vs FIQEX (8 years). FIQEX (0.75) is less costly to investors than DFRSX (0.51). DFRSX is a more actively managed with annual turnover of: 21.00 vs. FIQEX (17.00). DFRSX (0) and FIQEX (0) have matching initial minimum investment requirements. DFRSX annual gain was more profitable for investors over the last year : 21.51 vs. FIQEX (19.36). FIQEX return over 5 years is better than : 51.57 vs. DFRSX (13.81).
| DFRSX | FIQEX | DFRSX / FIQEX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.51 | 0.75 | 68% |
| Fund Existence | 34 years | 8 years | - |
| Gain YTD | 10.619 | 15.238 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 1.16B | 23% |
| Annual Yield % from dividends | 4.83 | 0.77 | 629% |
| Returns for 1 year | 21.51 | 19.36 | 111% |
| Returns for 3 years | 60.41 | 53.49 | 113% |
| Returns for 5 years | 13.81 | 51.57 | 27% |
| Returns for 10 years | 47.97 | N/A | - |
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