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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 03, 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: 7.1B vs. SOAAX (76.2M). 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 (19.29) and DFREX (18.87) have marching annual gain over last year. SOAAX return over 5 years is better than : 13.25 vs. DFREX (11.44).
| 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 | 17.497 | 17.838 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 76.2M | 9,322% |
| Annual Yield % from dividends | 2.74 | 9.45 | 29% |
| Returns for 1 year | 18.87 | 19.29 | 98% |
| Returns for 3 years | 33.08 | 31.30 | 106% |
| Returns for 5 years | 11.44 | 13.25 | 86% |
| Returns for 10 years | 61.11 | 48.51 | 126% |
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