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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$41.64
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets6.99B
Spirit of America Real Estate Inc&Gr Ins
Price$8.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets73.58M
DFREX vs SOIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. SOIAX (73.6M). SOIAX pays higher dividends than DFREX: SOIAX (10.76) vs DFREX (2.56). 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 : 6.99 vs. SOIAX (5.79). DFREX return over 5 years is better than : 35.61 vs. SOIAX (32.64).
| 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 | 3.991 | 0.775 | 515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 73.6M | 9,500% |
| Annual Yield % from dividends | 2.56 | 10.76 | 24% |
| Returns for 1 year | 6.99 | 5.79 | 121% |
| Returns for 3 years | 4.90 | 9.37 | 52% |
| Returns for 5 years | 35.61 | 32.64 | 109% |
| Returns for 10 years | 71.51 | N/A | - |
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