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AGREX vs DFITX
AGREX vs DFITX Comparison
Open Charts AGREX vs DFITX
Invesco Global Real Estate A
Price$8.93
Change-$0.08 (-0.89%)
VolumeN/A
Net Assets139.69M
DFA International Real Estate Sec I
Price$3.62
Change-$0.04 (-1.09%)
VolumeN/A
Net Assets3.25B
AGREX vs DFITX Comparison Chart
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AGREX vs. DFITX 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 DFITX is a Sell.
FUNDAMENTALS
Fundamentals
DFITX has more cash in the bank: 3.25B vs. AGREX (140M). DFITX pays higher dividends than AGREX: DFITX (5.63) vs AGREX (1.97). AGREX was incepted earlier than DFITX: AGREX (20 years) vs DFITX (18 years). AGREX (1.42) is less costly to investors than DFITX (0.27). AGREX is a more actively managed with annual turnover of: 89.00 vs. DFITX (4.00). DFITX has a lower initial minimum investment than AGREX: DFITX (0) vs AGREX (1000). AGREX annual gain was more profitable for investors over the last year : 7.58 vs. DFITX (5.93). DFITX return over 5 years is better than : 21.97 vs. AGREX (5.62).
| AGREX | DFITX | AGREX / DFITX | |
| Total Expense Ratio | 1.42 | 0.27 | 526% |
| Annual Report Gross Expense Ratio | 1.42 | 0.27 | 526% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 3.949 | 11.385 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 3.25B | 4% |
| Annual Yield % from dividends | 1.97 | 5.63 | 35% |
| Returns for 1 year | 7.58 | 5.93 | 128% |
| Returns for 3 years | -9.69 | 1.04 | -935% |
| Returns for 5 years | 5.62 | 21.97 | 26% |
| Returns for 10 years | -12.52 | 3.67 | -341% |
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