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DFREX vs SOIAX
DFREX vs SOIAX Comparison
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DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Aug 01, 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 Buy and SOIAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.14B vs. SOIAX (76.2M). SOIAX pays higher dividends than DFREX: SOIAX (10.26) vs DFREX (2.81). 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 : 19.94 vs. DFREX (18.87). SOIAX return over 5 years is better than : 15.27 vs. DFREX (11.44).
| 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 | 17.497 | 18.385 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.14B | 76.2M | 9,370% |
| Annual Yield % from dividends | 2.81 | 10.26 | 27% |
| Returns for 1 year | 18.87 | 19.94 | 95% |
| Returns for 3 years | 33.08 | 32.74 | 101% |
| Returns for 5 years | 11.44 | 15.27 | 75% |
| Returns for 10 years | 61.11 | N/A | - |
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