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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.84B
Spirit of America Real Estate Inc & Gr A
Price$8.59
Change+$0.08 (+0.94%)
VolumeN/A
Net Assets72.21M
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Sep 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 (72.2M). SOAAX pays higher dividends than DFREX: SOAAX (9.92) vs DFREX (2.52). 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). DFREX annual gain was more profitable for investors over the last year : -1.87 vs. SOAAX (-2.70). DFREX return over 5 years is better than : 28.98 vs. SOAAX (26.47).
| 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 | 3.566 | 0.251 | 1,422% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 72.2M | 9,478% |
| Annual Yield % from dividends | 2.52 | 9.92 | 25% |
| Returns for 1 year | -1.87 | -2.70 | 69% |
| Returns for 3 years | 6.34 | 9.18 | 69% |
| Returns for 5 years | 28.98 | 26.47 | 109% |
| Returns for 10 years | 82.39 | 38.07 | 216% |
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