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DFREX vs RAAAX
DFREX vs RAAAX Comparison
Open Charts DFREX vs RAAAX
DFA Real Estate Securities I
Price$41.45
Change+$0.27 (+0.66%)
VolumeN/A
Net Assets6.84B
Altegris/AACA Opportunistic Real Estt A
Price$10.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets35.89M
DFREX vs RAAAX Comparison Chart in %
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DFREX vs. RAAAX commentary
Oct 19, 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: 6.84B vs. RAAAX (35.9M). DFREX pays higher dividends than RAAAX: DFREX (2.51) vs RAAAX (1.41). 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 : -3.69 vs. RAAAX (-22.58). DFREX return over 5 years is better than : 31.03 vs. RAAAX (-48.39).
| 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 | 4.012 | -19.418 | -21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 35.9M | 19,050% |
| Annual Yield % from dividends | 2.51 | 1.41 | 178% |
| Returns for 1 year | -3.69 | -22.58 | 16% |
| Returns for 3 years | 22.95 | -15.25 | -150% |
| Returns for 5 years | 31.03 | -48.39 | -64% |
| Returns for 10 years | 63.47 | -10.16 | -625% |
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