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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Spirit of America Real Estate Inc&Gr Ins
Price$8.21
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets73.15M
DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Jul 05, 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: 6.95B vs. SOIAX (73.1M). SOIAX pays higher dividends than DFREX: SOIAX (10.76) vs DFREX (2.56). 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 : 10.70 vs. SOIAX (8.79). SOIAX (30.46) and DFREX (30.22) have equivalent 5 years return.
| 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 | 2.767 | -0.077 | -3,581% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 73.1M | 9,501% |
| Annual Yield % from dividends | 2.56 | 10.76 | 24% |
| Returns for 1 year | 10.70 | 8.79 | 122% |
| Returns for 3 years | 5.81 | 10.50 | 55% |
| Returns for 5 years | 30.22 | 30.46 | 99% |
| Returns for 10 years | 73.40 | N/A | - |
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