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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$41.19
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets6.91B
Altegris/AACA Opportunistic Real Estt A
Price$9.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.98M
DFREX vs RAAAX Comparison Chart in %
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DFREX vs. RAAAX commentary
Sep 10, 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 RAAAX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.91B vs. RAAAX (37M). DFREX pays higher dividends than RAAAX: DFREX (2.52) vs RAAAX (1.42). DFREX was incepted earlier than RAAAX: DFREX (33 years) vs RAAAX (12 years). RAAAX (2.96) is less costly to investors than DFREX (0.20). RAAAX is a more actively managed with annual turnover of: 44.00 vs. DFREX (4.00). DFREX has a lower initial minimum investment than RAAAX: DFREX (0) vs RAAAX (2500). DFREX annual gain was more profitable for investors over the last year : -2.46 vs. RAAAX (-20.47). DFREX return over 5 years is better than : 28.56 vs. RAAAX (-49.60).
| DFREX | RAAAX | DFREX / RAAAX | |
| Total Expense Ratio | 0.18 | 2.80 | 6% |
| Annual Report Gross Expense Ratio | 0.20 | 2.96 | 7% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 2.867 | -23.463 | -12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 37M | 18,673% |
| Annual Yield % from dividends | 2.52 | 1.42 | 177% |
| Returns for 1 year | -2.46 | -20.47 | 12% |
| Returns for 3 years | 2.42 | -35.22 | -7% |
| Returns for 5 years | 28.56 | -49.60 | -58% |
| Returns for 10 years | 79.48 | -15.31 | -519% |
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