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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$39.74
Change-$0.18 (-0.45%)
VolumeN/A
Net Assets7.01B
Spirit of America Real Estate Inc&Gr Ins
Price$8.39
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets73.81M
DFREX vs SOIAX Comparison Chart
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DFREX vs. SOIAX commentary
May 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 Hold and SOIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.01B vs. SOIAX (73.8M). SOIAX pays higher dividends than DFREX: SOIAX (10.41) vs DFREX (2.98). 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). 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 : 10.26 vs. DFREX (8.39). SOIAX return over 5 years is better than : 40.96 vs. DFREX (38.33).
| 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 | -0.392 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 73.8M | 9,495% |
| Annual Yield % from dividends | 2.98 | 10.41 | 29% |
| Returns for 1 year | 8.39 | 10.26 | 82% |
| Returns for 3 years | 1.54 | 8.49 | 18% |
| Returns for 5 years | 38.33 | 40.96 | 94% |
| Returns for 10 years | 62.73 | N/A | - |
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