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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFA Real Estate Securities I
Price$40.26
Change-$0.33 (-0.81%)
VolumeN/A
Net Assets6.72B
Spirit of America Real Estate Inc & Gr A
Price$8.38
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets68.08M
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Nov 20, 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 Hold and SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.72B vs. SOAAX (68.1M). SOAAX pays higher dividends than DFREX: SOAAX (10.02) vs DFREX (2.57). 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 : -4.51 vs. SOAAX (-5.35). SOAAX return over 5 years is better than : 22.27 vs. DFREX (21.16).
| 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 | 1.026 | -0.456 | -225% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 68.1M | 9,872% |
| Annual Yield % from dividends | 2.57 | 10.02 | 26% |
| Returns for 1 year | -4.51 | -5.35 | 84% |
| Returns for 3 years | 11.59 | 14.61 | 79% |
| Returns for 5 years | 21.16 | 22.27 | 95% |
| Returns for 10 years | 62.45 | 29.92 | 209% |
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