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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Jun 17, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.05B vs. SOIAX (74.9M). SOIAX pays higher dividends than DFREX: SOIAX (9.98) vs DFREX (2.56). DFREX was incepted earlier than SOIAX: DFREX (33 years) vs SOIAX (6 years). SOIAX (1.32) is less costly to investors than DFREX (0.21). SOIAX is a more actively managed with annual turnover of: 8.00 vs. DFREX (6.00). DFREX has a lower initial minimum investment than SOIAX: DFREX (0) vs SOIAX (100000). DFREX (15.24) and SOIAX (15.22) have marching annual gain over last year. SOIAX return over 5 years is better than : 17.92 vs. DFREX (13.38).
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | 0.18 | 1.32 | 14% |
| Annual Report Gross Expense Ratio | 0.21 | 1.32 | 16% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 15.596 | 15.544 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.05B | 74.9M | 9,411% |
| Annual Yield % from dividends | 2.56 | 9.98 | 26% |
| Returns for 1 year | 15.24 | 15.22 | 100% |
| Returns for 3 years | 33.59 | 31.22 | 108% |
| Returns for 5 years | 13.38 | 17.92 | 75% |
| Returns for 10 years | 70.53 | N/A | - |
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