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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$40.48
Change-$1.04 (-2.50%)
VolumeN/A
Net Assets7.04B
Altegris/AACA Opportunistic Real Estt A
Price$10.25
Change-$0.27 (-2.57%)
VolumeN/A
Net Assets46.33M
DFREX vs RAAAX Comparison Chart in %
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DFREX vs. RAAAX commentary
Jun 26, 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: 7.04B vs. RAAAX (46.3M). DFREX pays higher dividends than RAAAX: DFREX (2.95) vs RAAAX (1.13). DFREX was incepted earlier than RAAAX: DFREX (32 years) vs RAAAX (11 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 : 11.50 vs. RAAAX (-14.73). DFREX return over 5 years is better than : 35.42 vs. RAAAX (-42.05).
| DFREX | RAAAX | DFREX / RAAAX | |
| Total Expense Ratio | 0.18 | 2.80 | 6% |
| Annual Report Gross Expense Ratio | 0.20 | 2.96 | 7% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 3.600 | -18.394 | -20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 46.3M | 15,207% |
| Annual Yield % from dividends | 2.95 | 1.13 | 260% |
| Returns for 1 year | 11.50 | -14.73 | -78% |
| Returns for 3 years | 6.21 | -29.04 | -21% |
| Returns for 5 years | 35.42 | -42.05 | -84% |
| Returns for 10 years | 76.55 | -12.60 | -607% |
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