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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$40.55
Change-$0.46 (-1.12%)
VolumeN/A
Net Assets6.65B
Spirit of America Real Estate Inc&Gr Ins
Price$8.20
Change-$0.10 (-1.20%)
VolumeN/A
Net Assets69.44M
DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Nov 14, 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 SOIAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.65B vs. SOIAX (69.4M). SOIAX pays higher dividends than DFREX: SOIAX (10.67) vs DFREX (2.57). 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 (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 : -1.52 vs. SOIAX (-2.81). SOIAX return over 5 years is better than : 23.79 vs. DFREX (22.22).
| 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 | 2.908 | 1.018 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 69.4M | 9,585% |
| Annual Yield % from dividends | 2.57 | 10.67 | 24% |
| Returns for 1 year | -1.52 | -2.81 | 54% |
| Returns for 3 years | 11.94 | 15.87 | 75% |
| Returns for 5 years | 22.22 | 23.79 | 93% |
| Returns for 10 years | 71.60 | N/A | - |
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