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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$40.92
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets6.78B
Spirit of America Real Estate Inc&Gr Ins
Price$8.30
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets71.63M
DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.78B vs. SOIAX (71.6M). SOIAX pays higher dividends than DFREX: SOIAX (10.48) vs DFREX (2.51). 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). SOIAX annual gain was more profitable for investors over the last year : -1.64 vs. DFREX (-2.47). DFREX (25.19) and SOIAX (25.03) 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 | 2.682 | 1.262 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 71.6M | 9,469% |
| Annual Yield % from dividends | 2.51 | 10.48 | 24% |
| Returns for 1 year | -2.47 | -1.64 | 151% |
| Returns for 3 years | 25.21 | 29.24 | 86% |
| Returns for 5 years | 25.19 | 25.03 | 101% |
| Returns for 10 years | 65.57 | N/A | - |
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