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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.91B
Spirit of America Real Estate Inc&Gr Ins
Price$8.25
Change+$0.07 (+0.86%)
VolumeN/A
Net Assets72.7M
DFREX vs SOIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. SOIAX (72.7M). SOIAX pays higher dividends than DFREX: SOIAX (10.56) vs DFREX (2.52). 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). SOIAX annual gain was more profitable for investors over the last year : -1.53 vs. DFREX (-1.87). SOIAX (29.47) and DFREX (28.98) 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 | 5 years | - |
| Gain YTD | 3.566 | 1.262 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 72.7M | 9,503% |
| Annual Yield % from dividends | 2.52 | 10.56 | 24% |
| Returns for 1 year | -1.87 | -1.53 | 122% |
| Returns for 3 years | 6.34 | 11.09 | 57% |
| Returns for 5 years | 28.98 | 29.47 | 98% |
| Returns for 10 years | 82.39 | N/A | - |
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