Interact to see
Advertisement
Advertisement
DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$41.01
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets6.86B
Spirit of America Real Estate Inc&Gr Ins
Price$8.19
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets71.8M
DFREX vs SOIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. SOIAX commentary
Aug 27, 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 Buy and SOIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.86B vs. SOIAX (71.8M). SOIAX pays higher dividends than DFREX: SOIAX (10.90) vs DFREX (2.60). DFREX was incepted earlier than SOIAX: DFREX (33 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 : -2.28 vs. SOIAX (-2.64). DFREX return over 5 years is better than : 27.62 vs. SOIAX (25.86).
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | 0.18 | 1.30 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.30 | 15% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 2.417 | -0.199 | -1,215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 71.8M | 9,558% |
| Annual Yield % from dividends | 2.60 | 10.90 | 24% |
| Returns for 1 year | -2.28 | -2.64 | 86% |
| Returns for 3 years | 2.16 | 6.03 | 36% |
| Returns for 5 years | 27.62 | 25.86 | 107% |
| Returns for 10 years | 74.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement