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AIAGX vs DFREX
AIAGX vs DFREX Comparison
Open Charts AIAGX vs DFREX
abrdn Real Estate Fund A
Price$10.64
Change-$0.07 (-0.65%)
VolumeN/A
Net Assets36.1M
DFA Real Estate Securities I
Price$40.82
Change-$0.35 (-0.85%)
VolumeN/A
Net Assets6.95B
AIAGX vs DFREX Comparison Chart
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AIAGX vs. DFREX commentary
Jun 15, 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 AIAGX is a Hold and DFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. AIAGX (36.1M). DFREX pays higher dividends than AIAGX: DFREX (2.95) vs AIAGX (1.97). AIAGX was incepted earlier than DFREX: AIAGX (13 years) vs DFREX (32 years). AIAGX (1.67) is less costly to investors than DFREX (0.20). AIAGX is a more actively managed with annual turnover of: 45.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than AIAGX: DFREX (0) vs AIAGX (1000). DFREX annual gain was more profitable for investors over the last year : 10.60 vs. AIAGX (1.92). DFREX return over 5 years is better than : 29.30 vs. AIAGX (-7.44).
| AIAGX | DFREX | AIAGX / DFREX | |
| Total Expense Ratio | 1.25 | 0.18 | 694% |
| Annual Report Gross Expense Ratio | 1.67 | 0.20 | 835% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 0.084 | 1.853 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1M | 6.95B | 1% |
| Annual Yield % from dividends | 1.97 | 2.95 | 67% |
| Returns for 1 year | 1.92 | 10.60 | 18% |
| Returns for 3 years | 3.00 | 12.45 | 24% |
| Returns for 5 years | -7.44 | 29.30 | -25% |
| Returns for 10 years | -35.04 | 71.36 | -49% |
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