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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$38.05
Change+$0.55 (+1.47%)
VolumeN/A
Net Assets6.46B
Spirit of America Real Estate Inc&Gr Ins
Price$7.96
Change+$0.09 (+1.14%)
VolumeN/A
Net Assets66.43M
DFREX vs SOIAX Comparison Chart
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DFREX vs. SOIAX commentary
Apr 12, 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 Hold and SOIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.46B vs. SOIAX (66.4M). SOIAX pays higher dividends than DFREX: SOIAX (10.20) vs DFREX (2.93). DFREX was incepted earlier than SOIAX: DFREX (32 years) vs SOIAX (5 years). SOIAX (1.30) is less costly to investors than DFREX (0.20). DFREX (4.00) and SOIAX (4.00) have comparable annual turnover. 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 : 6.09 vs. SOIAX (2.32).
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | 0.18 | 1.30 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.30 | 15% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | -5.058 | -9.122 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 66.4M | 9,723% |
| Annual Yield % from dividends | 2.93 | 10.20 | 29% |
| Returns for 1 year | 6.09 | 2.32 | 263% |
| Returns for 3 years | -15.46 | -16.23 | 95% |
| Returns for 5 years | 22.94 | N/A | - |
| Returns for 10 years | 50.63 | N/A | - |
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