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DFREX vs SOIAX
DFREX vs SOIAX Comparison
Open Charts DFREX vs SOIAX
DFA Real Estate Securities I
Price$39.78
Change+$0.29 (+0.73%)
VolumeN/A
Net Assets6.51B
Spirit of America Real Estate Inc&Gr Ins
Price$8.13
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets66.02M
DFREX vs SOIAX Comparison Chart in %
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DFREX vs. SOIAX commentary
Dec 27, 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: 6.51B vs. SOIAX (66M). SOIAX pays higher dividends than DFREX: SOIAX (10.51) vs DFREX (2.52). 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 : -0.50 vs. SOIAX (-1.46). SOIAX return over 5 years is better than : 21.83 vs. DFREX (20.72).
| 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 | -0.179 | -1.051 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.51B | 66M | 9,864% |
| Annual Yield % from dividends | 2.52 | 10.51 | 24% |
| Returns for 1 year | -0.50 | -1.46 | 34% |
| Returns for 3 years | 16.25 | 17.13 | 95% |
| Returns for 5 years | 20.72 | 21.83 | 95% |
| Returns for 10 years | 57.80 | N/A | - |
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