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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Sep 13, 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 DFREX is a Buy and SOAAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.7B vs. SOAAX (72.2M). SOAAX pays higher dividends than DFREX: SOAAX (9.77) vs DFREX (2.83). DFREX was incepted earlier than SOAAX: DFREX (34 years) vs SOAAX (29 years). SOAAX (1.62) is less costly to investors than DFREX (0.21). SOAAX is a more actively managed with annual turnover of: 8.00 vs. DFREX (6.00). 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 : 9.18 vs. SOAAX (8.48). DFREX (6.43) and SOAAX (6.39) have equivalent 5 years return.
| DFREX | SOAAX | DFREX / SOAAX | |
| Total Expense Ratio | 0.18 | 1.62 | 11% |
| Annual Report Gross Expense Ratio | 0.21 | 1.62 | 13% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 12.270 | 11.939 | 103% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 72.2M | 9,283% |
| Annual Yield % from dividends | 2.83 | 9.77 | 29% |
| Returns for 1 year | 9.18 | 8.48 | 108% |
| Returns for 3 years | 32.63 | 28.82 | 113% |
| Returns for 5 years | 6.43 | 6.39 | 101% |
| Returns for 10 years | 64.85 | 50.42 | 129% |
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