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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
Jul 14, 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 StrongBuy and SOAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.02B vs. SOAAX (74.8M). SOAAX pays higher dividends than DFREX: SOAAX (9.62) vs DFREX (2.81). 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). SOAAX (16.29) and DFREX (15.80) have marching annual gain over last year. SOAAX return over 5 years is better than : 13.78 vs. DFREX (11.30).
| 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 | 16.508 | 16.396 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 74.8M | 9,390% |
| Annual Yield % from dividends | 2.81 | 9.62 | 29% |
| Returns for 1 year | 15.80 | 16.29 | 97% |
| Returns for 3 years | 30.42 | 27.46 | 111% |
| Returns for 5 years | 11.30 | 13.78 | 82% |
| Returns for 10 years | 61.71 | 47.82 | 129% |
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