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AIAGX vs DFREX
AIAGX vs DFREX Comparison
Open Charts AIAGX vs DFREX
abrdn Real Estate Fund A
Price$9.87
Change-$0.48 (-4.64%)
VolumeN/A
Net Assets34.08M
DFA Real Estate Securities I
Price$38.23
Change-$1.75 (-4.38%)
VolumeN/A
Net Assets6.6B
AIAGX vs DFREX Comparison Chart
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AIAGX vs. DFREX commentary
Apr 08, 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 AIAGX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.6B vs. AIAGX (34.1M). DFREX pays higher dividends than AIAGX: DFREX (2.93) vs AIAGX (1.98). AIAGX was incepted earlier than DFREX: AIAGX (13 years) vs DFREX (32 years). AIAGX (1.55) is less costly to investors than DFREX (0.20). AIAGX is a more actively managed with annual turnover of: 45.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than AIAGX: DFREX (0) vs AIAGX (1000). DFREX annual gain was more profitable for investors over the last year : 5.70 vs. AIAGX (-4.02). DFREX return over 5 years is better than : 50.54 vs. AIAGX (6.46).
| AIAGX | DFREX | AIAGX / DFREX | |
| Total Expense Ratio | 1.25 | 0.18 | 694% |
| Annual Report Gross Expense Ratio | 1.55 | 0.20 | 775% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -7.159 | -4.609 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1M | 6.6B | 1% |
| Annual Yield % from dividends | 1.98 | 2.93 | 68% |
| Returns for 1 year | -4.02 | 5.70 | -71% |
| Returns for 3 years | -24.91 | -15.68 | 159% |
| Returns for 5 years | 6.46 | 50.54 | 13% |
| Returns for 10 years | -43.94 | 48.38 | -91% |
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