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AGREX vs DFGEX
AGREX vs DFGEX Comparison
Open Charts AGREX vs DFGEX
Invesco Global Real Estate A
Price$9.01
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets132.59M
DFA Global Real Estate Securities Port
Price$10.72
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets7.07B
AGREX vs DFGEX Comparison Chart in %
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AGREX vs. DFGEX commentary
Jul 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 AGREX is a Buy and DFGEX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.07B vs. AGREX (133M). DFGEX pays higher dividends than AGREX: DFGEX (3.56) vs AGREX (2.06). AGREX was incepted earlier than DFGEX: AGREX (20 years) vs DFGEX (17 years). AGREX (1.44) 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 : 7.55 vs. AGREX (3.69). DFGEX return over 5 years is better than : 26.28 vs. AGREX (1.16).
| AGREX | DFGEX | AGREX / DFGEX | |
| Total Expense Ratio | 1.44 | 0.22 | 655% |
| Annual Report Gross Expense Ratio | 1.44 | 0.28 | 514% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 4.562 | 6.139 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 7.07B | 2% |
| Annual Yield % from dividends | 2.06 | 3.56 | 58% |
| Returns for 1 year | 3.69 | 7.55 | 49% |
| Returns for 3 years | -5.04 | 7.70 | -65% |
| Returns for 5 years | 1.16 | 26.28 | 4% |
| Returns for 10 years | -9.18 | 43.11 | -21% |
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