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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
Spirit of America Real Estate Inc&Gr Ins
Price$8.63
Change-$0.08 (-0.92%)
VolumeN/A
Net Assets74.19M
DFREX vs SOIAX Comparison Chart
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DFREX vs. SOIAX commentary
Jun 15, 2025
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 SOIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. SOIAX (74.2M). SOIAX pays higher dividends than DFREX: SOIAX (10.20) vs DFREX (2.95). DFREX was incepted earlier than SOIAX: DFREX (32 years) vs SOIAX (5 years). SOIAX (1.30) is less costly to investors than DFREX (0.20). SOIAX is a more actively managed with annual turnover of: 8.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than SOIAX: DFREX (0) vs SOIAX (100000). DFREX annual gain was more profitable for investors over the last year : 10.60 vs. SOIAX (9.75). SOIAX return over 5 years is better than : 32.09 vs. DFREX (29.30).
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | 0.18 | 1.30 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.30 | 15% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 1.853 | -0.346 | -535% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 74.2M | 9,371% |
| Annual Yield % from dividends | 2.95 | 10.20 | 29% |
| Returns for 1 year | 10.60 | 9.75 | 109% |
| Returns for 3 years | 12.45 | 16.87 | 74% |
| Returns for 5 years | 29.30 | 32.09 | 91% |
| Returns for 10 years | 71.36 | N/A | - |
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