Interact to see
Advertisement
Advertisement
DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFREX vs SOIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. SOIAX commentary
Sep 20, 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: 6.69B vs. SOIAX (71.9M). SOIAX pays higher dividends than DFREX: SOIAX (10.43) vs DFREX (2.83). DFREX was incepted earlier than SOIAX: DFREX (34 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). SOIAX annual gain was more profitable for investors over the last year : 8.97 vs. DFREX (8.41). SOIAX return over 5 years is better than : 7.10 vs. DFREX (4.57).
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | 0.18 | 1.32 | 14% |
| Annual Report Gross Expense Ratio | 0.21 | 1.32 | 16% |
| Fund Existence | 34 years | 6 years | - |
| Gain YTD | 10.112 | 10.901 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.69B | 71.9M | 9,309% |
| Annual Yield % from dividends | 2.83 | 10.43 | 27% |
| Returns for 1 year | 8.41 | 8.97 | 94% |
| Returns for 3 years | 31.05 | 29.14 | 107% |
| Returns for 5 years | 4.57 | 7.10 | 64% |
| Returns for 10 years | 59.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers