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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$41.21
Change-$0.29 (-0.70%)
VolumeN/A
Net Assets7.17B
Spirit of America Real Estate Inc&Gr Ins
Price$8.78
Change-$0.07 (-0.79%)
VolumeN/A
Net Assets73.47M
DFREX vs SOIAX Comparison Chart
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DFREX vs. SOIAX commentary
Feb 23, 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 StrongBuy and SOIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.17B vs. SOIAX (73.5M). SOIAX pays higher dividends than DFREX: SOIAX (9.99) vs DFREX (3.25). DFREX was incepted earlier than SOIAX: DFREX (32 years) vs SOIAX (5 years). SOIAX is a more actively managed with annual turnover of: 4.00 vs. DFREX (3.00). DFREX has a lower initial minimum investment than SOIAX: DFREX (0) vs SOIAX (100000). SOIAX (12.43) and DFREX (12.08) have marching annual gain over last year.
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 2.461 | 1.386 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17B | 73.5M | 9,758% |
| Annual Yield % from dividends | 3.25 | 9.99 | 32% |
| Returns for 1 year | 12.08 | 12.43 | 97% |
| Returns for 3 years | -0.81 | -0.27 | 295% |
| Returns for 5 years | 7.19 | N/A | - |
| Returns for 10 years | 61.41 | N/A | - |
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