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DFREX vs RAAIX
DFREX vs RAAIX Comparison
Open Charts DFREX vs RAAIX
DFA Real Estate Securities I
Price$37.50
Change-$0.84 (-2.19%)
VolumeN/A
Net Assets6.61B
Altegris/AACA Opportunistic Real Estt I
Price$9.10
Change-$0.51 (-5.31%)
VolumeN/A
Net Assets60.02M
DFREX vs RAAIX Comparison Chart
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DFREX vs. RAAIX commentary
Apr 11, 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: 6.61B vs. RAAIX (60M). DFREX pays higher dividends than RAAIX: DFREX (2.93) vs RAAIX (1.64). DFREX was incepted earlier than RAAIX: DFREX (32 years) vs RAAIX (11 years). RAAIX (2.61) is less costly to investors than DFREX (0.20). RAAIX is a more actively managed with annual turnover of: 54.00 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 : 4.72 vs. RAAIX (-24.28). DFREX return over 5 years is better than : 21.16 vs. RAAIX (-43.12).
| DFREX | RAAIX | DFREX / RAAIX | |
| Total Expense Ratio | 0.18 | 2.52 | 7% |
| Annual Report Gross Expense Ratio | 0.20 | 2.61 | 8% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -6.431 | -26.487 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.61B | 60M | 11,020% |
| Annual Yield % from dividends | 2.93 | 1.64 | 179% |
| Returns for 1 year | 4.72 | -24.28 | -19% |
| Returns for 3 years | -16.83 | -45.42 | 37% |
| Returns for 5 years | 21.16 | -43.12 | -49% |
| Returns for 10 years | 49.07 | -21.31 | -230% |
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