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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
Aug 23, 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: 7.01B vs. SOAAX (75.4M). SOAAX pays higher dividends than DFREX: SOAAX (9.45) vs DFREX (2.74). 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 annual gain was more profitable for investors over the last year : 16.97 vs. DFREX (16.14). SOAAX return over 5 years is better than : 10.66 vs. DFREX (9.82).
| 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 | 16.254 | 16.527 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 75.4M | 9,293% |
| Annual Yield % from dividends | 2.74 | 9.45 | 29% |
| Returns for 1 year | 16.14 | 16.97 | 95% |
| Returns for 3 years | 40.02 | 36.73 | 109% |
| Returns for 5 years | 9.82 | 10.66 | 92% |
| Returns for 10 years | 62.75 | 50.20 | 125% |
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