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BARDX vs DFGEX
BARDX vs DFGEX Comparison
Open Charts BARDX vs DFGEX
iShares Developed Real Estate Idx Inv A
Price$8.13
Change-$0.07 (-0.85%)
VolumeN/A
Net Assets242.61M
DFA Global Real Estate Securities Port
Price$10.43
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.24B
BARDX vs DFGEX Comparison Chart
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BARDX vs. DFGEX commentary
Feb 23, 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 BARDX is a StrongBuy and DFGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.24B vs. BARDX (243M). DFGEX pays higher dividends than BARDX: DFGEX (3.41) vs BARDX (2.68). BARDX was incepted earlier than DFGEX: BARDX (10 years) vs DFGEX (17 years). BARDX is a more actively managed with annual turnover of: 3.00 vs. DFGEX (0.00). DFGEX has a lower initial minimum investment than BARDX: DFGEX (0) vs BARDX (1000). DFGEX annual gain was more profitable for investors over the last year : 9.74 vs. BARDX (-8.60). DFGEX return over 5 years is better than : -3.06 vs. BARDX (-19.77).
| BARDX | DFGEX | BARDX / DFGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 2.911 | 3.267 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 7.24B | 3% |
| Annual Yield % from dividends | 2.68 | 3.41 | 79% |
| Returns for 1 year | -8.60 | 9.74 | -88% |
| Returns for 3 years | -20.59 | -5.74 | 359% |
| Returns for 5 years | -19.77 | -3.06 | 647% |
| Returns for 10 years | N/A | 32.33 | - |
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