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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$41.03
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets6.9B
Altegris/AACA Opportunistic Real Estt A
Price$10.66
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets45.47M
DFREX vs RAAAX Comparison Chart in %
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DFREX vs. RAAAX commentary
Jul 21, 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: 6.9B vs. RAAAX (45.5M). DFREX pays higher dividends than RAAAX: DFREX (2.56) 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 : 3.83 vs. RAAAX (-18.16). DFREX return over 5 years is better than : 32.67 vs. RAAAX (-43.16).
| 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 | 2.467 | -17.085 | -14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 45.5M | 15,163% |
| Annual Yield % from dividends | 2.56 | 1.39 | 185% |
| Returns for 1 year | 3.83 | -18.16 | -21% |
| Returns for 3 years | 4.82 | -26.72 | -18% |
| Returns for 5 years | 32.67 | -43.16 | -76% |
| Returns for 10 years | 68.84 | -12.90 | -534% |
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