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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$39.57
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets6.8B
Altegris/AACA Opportunistic Real Estt A
Price$9.69
Change+$0.31 (+3.30%)
VolumeN/A
Net Assets49.23M
DFREX vs RAAAX Comparison Chart
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DFREX vs. RAAAX commentary
Apr 25, 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: 6.8B vs. RAAAX (49.2M). DFREX pays higher dividends than RAAAX: DFREX (2.93) vs RAAAX (1.12). DFREX was incepted earlier than RAAAX: DFREX (32 years) vs RAAAX (11 years). RAAAX (3.05) is less costly to investors than DFREX (0.20). RAAAX is a more actively managed with annual turnover of: 54.00 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 : 12.92 vs. RAAAX (-24.75). DFREX return over 5 years is better than : 38.54 vs. RAAAX (-43.74).
| DFREX | RAAAX | DFREX / RAAAX | |
| Total Expense Ratio | 0.18 | 2.96 | 6% |
| Annual Report Gross Expense Ratio | 0.20 | 3.05 | 7% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -1.266 | -27.238 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 49.2M | 13,829% |
| Annual Yield % from dividends | 2.93 | 1.12 | 261% |
| Returns for 1 year | 12.92 | -24.75 | -52% |
| Returns for 3 years | -13.00 | -46.34 | 28% |
| Returns for 5 years | 38.54 | -43.74 | -88% |
| Returns for 10 years | 56.55 | -24.63 | -230% |
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