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DFREX vs SACRX
DFREX vs SACRX Comparison
Open Charts DFREX vs SACRX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
Spirit of America Real Estate Inc&Gr C
Price$8.41
Change+$0.08 (+0.96%)
VolumeN/A
Net Assets72.7M
DFREX vs SACRX Comparison Chart in %
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DFREX vs. SACRX commentary
Sep 08, 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: 6.91B vs. SACRX (72.7M). SACRX pays higher dividends than DFREX: SACRX (9.35) vs DFREX (2.52). DFREX was incepted earlier than SACRX: DFREX (33 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 : -1.87 vs. SACRX (-2.45). DFREX return over 5 years is better than : 28.98 vs. SACRX (23.22).
| DFREX | SACRX | DFREX / SACRX | |
| Total Expense Ratio | 0.18 | 2.30 | 8% |
| Annual Report Gross Expense Ratio | 0.20 | 2.30 | 9% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 3.566 | 0.718 | 497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 72.7M | 9,503% |
| Annual Yield % from dividends | 2.52 | 9.35 | 27% |
| Returns for 1 year | -1.87 | -2.45 | 76% |
| Returns for 3 years | 6.34 | 7.83 | 81% |
| Returns for 5 years | 28.98 | 23.22 | 125% |
| Returns for 10 years | 82.39 | N/A | - |
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