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DFREX vs RAAIX
DFREX vs RAAIX Comparison
Open Charts DFREX vs RAAIX
DFA Real Estate Securities I
Price$39.92
Change-$1.02 (-2.49%)
VolumeN/A
Net Assets7.01B
Altegris/AACA Opportunistic Real Estt I
Price$9.94
Change-$0.31 (-3.02%)
VolumeN/A
Net Assets49.5M
DFREX vs RAAIX Comparison Chart
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DFREX vs. RAAIX commentary
May 22, 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 RAAIX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 7.01B vs. RAAIX (49.5M). DFREX pays higher dividends than RAAIX: DFREX (2.98) vs RAAIX (1.70). DFREX was incepted earlier than RAAIX: DFREX (32 years) vs RAAIX (11 years). RAAIX (2.70) is less costly to investors than DFREX (0.20). RAAIX is a more actively managed with annual turnover of: 44.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than RAAIX: DFREX (0) vs RAAIX (100000). DFREX annual gain was more profitable for investors over the last year : 8.39 vs. RAAIX (-17.84). DFREX return over 5 years is better than : 38.33 vs. RAAIX (-39.37).
| DFREX | RAAIX | DFREX / RAAIX | |
| Total Expense Ratio | 0.18 | 2.53 | 7% |
| Annual Report Gross Expense Ratio | 0.20 | 2.70 | 7% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -0.392 | -21.591 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01B | 49.5M | 14,156% |
| Annual Yield % from dividends | 2.98 | 1.70 | 175% |
| Returns for 1 year | 8.39 | -17.84 | -47% |
| Returns for 3 years | 1.54 | -32.56 | -5% |
| Returns for 5 years | 38.33 | -39.37 | -97% |
| Returns for 10 years | 62.73 | -16.79 | -374% |
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