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DFREX vs RAAIX
DFREX vs RAAIX Comparison
Open Charts DFREX vs RAAIX
DFA Real Estate Securities I
Price$40.61
Change+$0.55 (+1.37%)
VolumeN/A
Net Assets6.99B
Altegris/AACA Opportunistic Real Estt I
Price$12.84
Change+$0.23 (+1.82%)
VolumeN/A
Net Assets105.96M
DFREX vs RAAIX Comparison Chart
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DFREX vs. RAAIX commentary
Jan 31, 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 StrongBuy and RAAIX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.99B vs. RAAIX (106M). DFREX pays higher dividends than RAAIX: DFREX (3.25) vs RAAIX (0.00). DFREX was incepted earlier than RAAIX: DFREX (32 years) vs RAAIX (11 years). RAAIX is a more actively managed with annual turnover of: 54.00 vs. DFREX (3.00). 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 : 11.81 vs. RAAIX (1.20). DFREX return over 5 years is better than : 12.04 vs. RAAIX (-30.55).
| DFREX | RAAIX | DFREX / RAAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 0.970 | -3.887 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 106M | 6,592% |
| Annual Yield % from dividends | 3.25 | 0.00 | - |
| Returns for 1 year | 11.81 | 1.20 | 988% |
| Returns for 3 years | -7.11 | -29.47 | 24% |
| Returns for 5 years | 12.04 | -30.55 | -39% |
| Returns for 10 years | 53.79 | 5.08 | 1,058% |
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