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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
Jun 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 Hold and SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.87B vs. SOAAX (73.9M). SOAAX pays higher dividends than DFREX: SOAAX (9.37) vs DFREX (2.56). DFREX was incepted earlier than SOAAX: DFREX (33 years) vs SOAAX (28 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 (13.59) and SOAAX (13.13) have marching annual gain over last year. SOAAX return over 5 years is better than : 14.75 vs. DFREX (12.38).
| DFREX | SOAAX | DFREX / SOAAX | |
| Total Expense Ratio | 0.18 | 1.62 | 11% |
| Annual Report Gross Expense Ratio | 0.21 | 1.62 | 13% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 14.079 | 13.517 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.87B | 73.9M | 9,299% |
| Annual Yield % from dividends | 2.56 | 9.37 | 27% |
| Returns for 1 year | 13.59 | 13.13 | 104% |
| Returns for 3 years | 38.21 | 34.09 | 112% |
| Returns for 5 years | 12.38 | 14.75 | 84% |
| Returns for 10 years | 68.43 | 52.05 | 131% |
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