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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$40.05
Change+$0.27 (+0.68%)
VolumeN/A
Net Assets6.66B
Altegris/AACA Opportunistic Real Estt A
Price$9.88
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets40.01M
DFREX vs RAAAX Comparison Chart in %
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DFREX vs. RAAAX commentary
Aug 13, 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 Hold and RAAAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.66B vs. RAAAX (40M). DFREX pays higher dividends than RAAAX: DFREX (2.60) vs RAAAX (1.39). 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 : -0.40 vs. RAAAX (-21.37). DFREX return over 5 years is better than : 25.97 vs. RAAAX (-50.35).
| 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 | 0.020 | -23.541 | -0% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 40M | 16,645% |
| Annual Yield % from dividends | 2.60 | 1.39 | 187% |
| Returns for 1 year | -0.40 | -21.37 | 2% |
| Returns for 3 years | -6.02 | -39.05 | 15% |
| Returns for 5 years | 25.97 | -50.35 | -52% |
| Returns for 10 years | 61.43 | -20.00 | -307% |
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