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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
Spirit of America Real Estate Inc & Gr A
Price$8.59
Change+$0.08 (+0.94%)
VolumeN/A
Net Assets72.7M
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Sep 08, 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 Buy and SOAAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. SOAAX (72.7M). SOAAX pays higher dividends than DFREX: SOAAX (9.92) vs DFREX (2.52). DFREX was incepted earlier than SOAAX: DFREX (33 years) vs SOAAX (28 years). SOAAX (1.60) is less costly to investors than DFREX (0.20). SOAAX is a more actively managed with annual turnover of: 8.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than SOAAX: DFREX (0) vs SOAAX (500). SOAAX (-1.78) and DFREX (-1.87) have marching annual gain over last year. DFREX (28.98) and SOAAX (27.66) have equivalent 5 years return.
| DFREX | SOAAX | DFREX / SOAAX | |
| Total Expense Ratio | 0.18 | 1.60 | 11% |
| Annual Report Gross Expense Ratio | 0.20 | 1.60 | 13% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 3.566 | 1.193 | 299% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 72.7M | 9,503% |
| Annual Yield % from dividends | 2.52 | 9.92 | 25% |
| Returns for 1 year | -1.87 | -1.78 | 105% |
| Returns for 3 years | 6.34 | 10.20 | 62% |
| Returns for 5 years | 28.98 | 27.66 | 105% |
| Returns for 10 years | 82.39 | 39.37 | 209% |
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