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AGREX vs DFGEX
AGREX vs DFGEX Comparison
Open Charts AGREX vs DFGEX
Invesco Global Real Estate A
Price$9.12
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets136.58M
DFA Global Real Estate Securities Port
Price$10.68
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets6.99B
AGREX vs DFGEX Comparison Chart
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AGREX vs. DFGEX commentary
Jun 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 AGREX is a Buy and DFGEX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.99B vs. AGREX (137M). DFGEX pays higher dividends than AGREX: DFGEX (3.59) vs AGREX (1.93). AGREX was incepted earlier than DFGEX: AGREX (20 years) vs DFGEX (17 years). AGREX (1.42) is less costly to investors than DFGEX (0.28). AGREX is a more actively managed with annual turnover of: 130.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than AGREX: DFGEX (0) vs AGREX (1000). DFGEX annual gain was more profitable for investors over the last year : 11.02 vs. AGREX (6.67). DFGEX return over 5 years is better than : 18.18 vs. AGREX (-5.11).
| AGREX | DFGEX | AGREX / DFGEX | |
| Total Expense Ratio | 1.42 | 0.22 | 645% |
| Annual Report Gross Expense Ratio | 1.42 | 0.28 | 507% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 4.757 | 5.743 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 6.99B | 2% |
| Annual Yield % from dividends | 1.93 | 3.59 | 54% |
| Returns for 1 year | 6.67 | 11.02 | 60% |
| Returns for 3 years | -11.90 | -1.18 | 1,005% |
| Returns for 5 years | -5.11 | 18.18 | -28% |
| Returns for 10 years | -8.06 | 45.96 | -18% |
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