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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$40.45
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets6.53B
Spirit of America Real Estate Inc&Gr Ins
Price$7.90
Change-$0.33 (-4.01%)
VolumeN/A
Net Assets66.01M
DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Feb 05, 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: 6.53B vs. SOIAX (66M). SOIAX pays higher dividends than DFREX: SOIAX (11.02) vs DFREX (2.77). DFREX was incepted earlier than SOIAX: DFREX (33 years) vs SOIAX (6 years). SOIAX (1.30) is less costly to investors than DFREX (0.20). 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). DFREX annual gain was more profitable for investors over the last year : 2.98 vs. SOIAX (1.46). DFREX (19.65) and SOIAX (19.36) have equivalent 5 years return.
| DFREX | SOIAX | DFREX / SOIAX | |
| Total Expense Ratio | 0.18 | 1.30 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.30 | 15% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 1.889 | 2.332 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 66M | 9,891% |
| Annual Yield % from dividends | 2.77 | 11.02 | 25% |
| Returns for 1 year | 2.98 | 1.46 | 204% |
| Returns for 3 years | 8.94 | 8.57 | 104% |
| Returns for 5 years | 19.65 | 19.36 | 102% |
| Returns for 10 years | 71.84 | N/A | - |
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