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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFA Real Estate Securities I
Price$41.45
Change+$0.27 (+0.66%)
VolumeN/A
Net Assets6.84B
Spirit of America Real Estate Inc & Gr A
Price$8.63
Change+$0.06 (+0.70%)
VolumeN/A
Net Assets70.6M
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Oct 18, 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 SOAAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.84B vs. SOAAX (70.6M). SOAAX pays higher dividends than DFREX: SOAAX (9.84) vs DFREX (2.51). 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). DFREX (-3.69) and SOAAX (-3.82) have marching annual gain over last year. DFREX return over 5 years is better than : 31.03 vs. SOAAX (27.39).
| 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 | 4.012 | 1.664 | 241% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 70.6M | 9,687% |
| Annual Yield % from dividends | 2.51 | 9.84 | 26% |
| Returns for 1 year | -3.69 | -3.82 | 97% |
| Returns for 3 years | 22.95 | 24.84 | 92% |
| Returns for 5 years | 31.03 | 27.39 | 113% |
| Returns for 10 years | 63.47 | 27.77 | 229% |
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