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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$40.35
Change+$0.30 (+0.75%)
VolumeN/A
CapitalizationN/A
Spirit of America Real Estate Inc&Gr Ins
Price$9.14
Change+$0.07 (+0.77%)
VolumeN/A
CapitalizationN/A
DFREX vs SOIAX Comparison Chart
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DFREX vs. SOIAX commentary
Dec 25, 2024
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: 6.99B 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 annual gain was more profitable for investors over the last year : 8.55 vs. DFREX (6.65).
| 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 | 5.857 | 7.642 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 73.5M | 9,513% |
| Annual Yield % from dividends | 3.25 | 9.99 | 32% |
| Returns for 1 year | 6.65 | 8.55 | 78% |
| Returns for 3 years | -12.13 | -12.31 | 99% |
| Returns for 5 years | 14.25 | N/A | - |
| Returns for 10 years | 61.11 | N/A | - |
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