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DFREX vs SOAAX
DFREX vs SOAAX Comparison
Open Charts DFREX vs SOAAX
DFA Real Estate Securities I
Price$40.29
Change+$0.22 (+0.55%)
VolumeN/A
Net Assets6.74B
Spirit of America Real Estate Inc & Gr A
Price$8.32
Change+$0.04 (+0.48%)
VolumeN/A
Net Assets70.71M
DFREX vs SOAAX Comparison Chart in %
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DFREX vs. SOAAX commentary
Aug 17, 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: 6.74B vs. SOAAX (70.7M). SOAAX pays higher dividends than DFREX: SOAAX (10.23) vs DFREX (2.60). 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 annual gain was more profitable for investors over the last year : -0.74 vs. SOAAX (-1.60). DFREX return over 5 years is better than : 26.62 vs. SOAAX (22.93).
| 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 | 0.619 | -1.988 | -31% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 70.7M | 9,536% |
| Annual Yield % from dividends | 2.60 | 10.23 | 25% |
| Returns for 1 year | -0.74 | -1.60 | 46% |
| Returns for 3 years | -5.57 | -2.33 | 239% |
| Returns for 5 years | 26.62 | 22.93 | 116% |
| Returns for 10 years | 60.57 | 23.72 | 255% |
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