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AGREX vs DFGEX
AGREX vs DFGEX Comparison
Open Charts AGREX vs DFGEX
Invesco Global Real Estate A
Price$8.93
Change-$0.08 (-0.89%)
VolumeN/A
Net Assets139.69M
DFA Global Real Estate Securities Port
Price$10.44
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets6.93B
AGREX vs DFGEX Comparison Chart
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AGREX vs. DFGEX commentary
May 09, 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: 6.93B vs. AGREX (140M). DFGEX pays higher dividends than AGREX: DFGEX (3.66) vs AGREX (1.97). 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: 89.00 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 : 11.66 vs. AGREX (7.58). DFGEX return over 5 years is better than : 29.63 vs. AGREX (5.62).
| 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 | 3.949 | 3.366 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 6.93B | 2% |
| Annual Yield % from dividends | 1.97 | 3.66 | 54% |
| Returns for 1 year | 7.58 | 11.66 | 65% |
| Returns for 3 years | -9.69 | 0.62 | -1,570% |
| Returns for 5 years | 5.62 | 29.63 | 19% |
| Returns for 10 years | -12.52 | 37.38 | -33% |
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