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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFA Real Estate Securities I
Price$41.39
Change+$0.14 (+0.34%)
VolumeN/A
Net Assets6.84B
Spirit of America Real Estate Inc & Gr A
Price$8.64
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets72.1M
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Oct 06, 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 SOAAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. SOAAX (72.1M). SOAAX pays higher dividends than DFREX: SOAAX (9.84) vs DFREX (2.51). DFREX was incepted earlier than SOAAX: DFREX (33 years) vs SOAAX (28 years). SOAAX (1.60) is less costly to investors than DFREX (0.20). SOAAX is a more actively managed with annual turnover of: 8.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than SOAAX: DFREX (0) vs SOAAX (500). SOAAX annual gain was more profitable for investors over the last year : -2.33 vs. DFREX (-2.57). DFREX (28.49) and SOAAX (27.42) have equivalent 5 years return.
| DFREX | SOAAX | DFREX / SOAAX | |
| Total Expense Ratio | 0.18 | 1.60 | 11% |
| Annual Report Gross Expense Ratio | 0.20 | 1.60 | 13% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 3.861 | 1.782 | 217% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 72.1M | 9,488% |
| Annual Yield % from dividends | 2.51 | 9.84 | 26% |
| Returns for 1 year | -2.57 | -2.33 | 110% |
| Returns for 3 years | 17.64 | 20.77 | 85% |
| Returns for 5 years | 28.49 | 27.42 | 104% |
| Returns for 10 years | 70.60 | 33.15 | 213% |
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