Interact to see
Advertisement
Advertisement
DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
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 Ins
Price$8.06
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets70.71M
DFREX vs SOIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.74B vs. SOIAX (70.7M). SOIAX pays higher dividends than DFREX: SOIAX (10.90) vs DFREX (2.60). DFREX was incepted earlier than SOIAX: DFREX (33 years) vs SOIAX (5 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 (4.00). 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 : -0.74 vs. SOIAX (-1.34). DFREX return over 5 years is better than : 26.62 vs. SOIAX (24.81).
| 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 | 5 years | - |
| Gain YTD | 0.619 | -1.903 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 70.7M | 9,536% |
| Annual Yield % from dividends | 2.60 | 10.90 | 24% |
| Returns for 1 year | -0.74 | -1.34 | 55% |
| Returns for 3 years | -5.57 | -1.45 | 385% |
| Returns for 5 years | 26.62 | 24.81 | 107% |
| Returns for 10 years | 60.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNWHX | 90.03 | 0.20 | +0.22% |
| American Funds New World R5E | |||
| FDTCX | 33.36 | -0.11 | -0.33% |
| Fidelity Advisor Diversified Stock C | |||
| VYRDX | 13.24 | -0.07 | -0.53% |
| VY® Columbia Small Cap Value II R6 | |||
| CVFCX | 16.06 | -0.10 | -0.62% |
| Victory Pioneer Disciplined Value A | |||
| LMCSX | 32.81 | -0.23 | -0.70% |
| Lord Abbett Mid Cap Stock R4 | |||