Ad is loading...
DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$39.98
Change-$1.26 (-3.06%)
VolumeN/A
Net Assets7.12B
Altegris/AACA Opportunistic Real Estt A
Price$9.75
Change-$0.65 (-6.25%)
VolumeN/A
Net Assets66.98M
DFREX vs RAAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFREX vs. RAAAX commentary
Apr 04, 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 StrongBuy and RAAAX is a Buy.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.12B vs. RAAAX (67M). 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 : 13.29 vs. RAAAX (-18.77). DFREX return over 5 years is better than : 62.40 vs. RAAAX (-30.38).
| 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 | 2.901 | -19.325 | -15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 67M | 10,633% |
| Annual Yield % from dividends | 2.93 | 1.12 | 261% |
| Returns for 1 year | 13.29 | -18.77 | -71% |
| Returns for 3 years | -9.29 | -42.77 | 22% |
| Returns for 5 years | 62.40 | -30.38 | -205% |
| Returns for 10 years | 57.27 | -17.46 | -328% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HIACX | 50.64 | N/A | N/A |
| Hartford Capital Appreciation HLS IA | |||
| JVSIX | 14.84 | N/A | N/A |
| Janus Henderson Small-Mid Cap Value I | |||
| HERCX | 10.16 | N/A | N/A |
| Hartford Emerging Markets Equity C | |||
| RIREX | 71.06 | -1.20 | -1.66% |
| American Funds Capital Income Bldr R4 | |||
| APHTX | 20.81 | -0.82 | -3.79% |
| Artisan Focus Fund Institutional | |||