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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$40.76
Change-$0.68 (-1.64%)
VolumeN/A
Net Assets6.91B
Altegris/AACA Opportunistic Real Estt A
Price$9.89
Change-$0.18 (-1.79%)
VolumeN/A
Net Assets37.97M
DFREX vs RAAAX Comparison Chart in %
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DFREX vs. RAAAX commentary
Sep 03, 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 RAAAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. RAAAX (38M). DFREX pays higher dividends than RAAAX: DFREX (2.52) vs RAAAX (1.42). DFREX was incepted earlier than RAAAX: DFREX (33 years) vs RAAAX (12 years). RAAAX (2.96) is less costly to investors than DFREX (0.20). RAAAX is a more actively managed with annual turnover of: 44.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than RAAAX: DFREX (0) vs RAAAX (2500). DFREX annual gain was more profitable for investors over the last year : -3.52 vs. RAAAX (-22.28). DFREX return over 5 years is better than : 26.35 vs. RAAAX (-48.96).
| DFREX | RAAAX | DFREX / RAAAX | |
| Total Expense Ratio | 0.18 | 2.80 | 6% |
| Annual Report Gross Expense Ratio | 0.20 | 2.96 | 7% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 1.793 | -21.674 | -8% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 38M | 18,184% |
| Annual Yield % from dividends | 2.52 | 1.42 | 177% |
| Returns for 1 year | -3.52 | -22.28 | 16% |
| Returns for 3 years | 5.61 | -30.02 | -19% |
| Returns for 5 years | 26.35 | -48.96 | -54% |
| Returns for 10 years | 82.00 | -10.57 | -776% |
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