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DFREX vs RAAIX
DFREX vs RAAIX Comparison
Open Charts DFREX vs RAAIX
DFA Real Estate Securities I
Price$41.15
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets6.95B
Altegris/AACA Opportunistic Real Estt I
Price$10.74
Change+$0.09 (+0.85%)
VolumeN/A
Net Assets45.73M
DFREX vs RAAIX Comparison Chart in %
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DFREX vs. RAAIX commentary
Jul 07, 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 Buy and RAAIX is a Hold.
FUNDAMENTALS
Fundamentals
DFREX has more cash in the bank: 6.95B vs. RAAIX (45.7M). DFREX pays higher dividends than RAAIX: DFREX (2.56) vs RAAIX (1.95). DFREX was incepted earlier than RAAIX: DFREX (33 years) vs RAAIX (12 years). RAAIX (2.70) is less costly to investors than DFREX (0.20). RAAIX is a more actively managed with annual turnover of: 44.00 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 : 10.70 vs. RAAIX (-14.84). DFREX return over 5 years is better than : 30.22 vs. RAAIX (-41.88).
| DFREX | RAAIX | DFREX / RAAIX | |
| Total Expense Ratio | 0.18 | 2.53 | 7% |
| Annual Report Gross Expense Ratio | 0.20 | 2.70 | 7% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | 2.767 | -17.573 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 45.7M | 15,197% |
| Annual Yield % from dividends | 2.56 | 1.95 | 131% |
| Returns for 1 year | 10.70 | -14.84 | -72% |
| Returns for 3 years | 5.81 | -27.31 | -21% |
| Returns for 5 years | 30.22 | -41.88 | -72% |
| Returns for 10 years | 73.40 | -8.98 | -817% |
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