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DFREX vs RAACX
DFREX vs RAACX Comparison
Open Charts DFREX vs RAACX
DFA Real Estate Securities I
Price$41.47
Change+$0.41 (+1.00%)
VolumeN/A
Net Assets6.84B
Altegris/AACA Opportunistic Real Estt C
Price$9.58
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets36.75M
DFREX vs RAACX Comparison Chart in %
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DFREX vs. RAACX commentary
Sep 07, 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: 6.84B vs. RAACX (36.8M). DFREX pays higher dividends than RAACX: DFREX (2.52) vs RAACX (0.23). 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 : -1.87 vs. RAACX (-22.52).
| 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 | 3.566 | -23.867 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 36.8M | 18,595% |
| Annual Yield % from dividends | 2.52 | 0.23 | 1,097% |
| Returns for 1 year | -1.87 | -22.52 | 8% |
| Returns for 3 years | 6.34 | -34.02 | -19% |
| Returns for 5 years | 28.98 | N/A | - |
| Returns for 10 years | 82.39 | N/A | - |
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