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DFREX vs RAACX
DFREX vs RAACX Comparison
Open Charts DFREX vs RAACX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Altegris/AACA Opportunistic Real Estt C
Price$10.33
Change+$0.09 (+0.88%)
VolumeN/A
Net Assets45.73M
DFREX vs RAACX Comparison Chart in %
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DFREX vs. RAACX commentary
Jul 06, 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 RAACX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. RAACX (45.7M). DFREX pays higher dividends than RAACX: DFREX (2.56) vs RAACX (0.22). DFREX was incepted earlier than RAACX: DFREX (33 years) vs RAACX (5 years). RAACX (3.69) is less costly to investors than DFREX (0.20). RAACX is a more actively managed with annual turnover of: 44.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than RAACX: DFREX (0) vs RAACX (2500). DFREX annual gain was more profitable for investors over the last year : 10.70 vs. RAACX (-15.56).
| DFREX | RAACX | DFREX / RAACX | |
| Total Expense Ratio | 0.18 | 3.53 | 5% |
| Annual Report Gross Expense Ratio | 0.20 | 3.69 | 5% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 2.767 | -17.907 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 45.7M | 15,197% |
| Annual Yield % from dividends | 2.56 | 0.22 | 1,144% |
| Returns for 1 year | 10.70 | -15.56 | -69% |
| Returns for 3 years | 5.81 | -29.53 | -20% |
| Returns for 5 years | 30.22 | N/A | - |
| Returns for 10 years | 73.40 | N/A | - |
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