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BARDX vs DFGEX
BARDX vs DFGEX Comparison
Open Charts BARDX vs DFGEX
iShares Developed Real Estate Idx Inv A
Price$8.25
Change-$0.08 (-0.96%)
VolumeN/A
Net Assets237.65M
DFA Global Real Estate Securities Port
Price$10.73
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets7.11B
BARDX vs DFGEX Comparison Chart in %
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BARDX vs. DFGEX commentary
Jul 18, 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 Buy and DFGEX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.11B vs. BARDX (238M). DFGEX pays higher dividends than BARDX: DFGEX (3.56) vs BARDX (2.53). BARDX was incepted earlier than DFGEX: BARDX (10 years) vs DFGEX (17 years). BARDX (0.57) is less costly to investors than DFGEX (0.28). BARDX is a more actively managed with annual turnover of: 20.00 vs. DFGEX (3.00). 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 : 4.62 vs. BARDX (-11.14). DFGEX return over 5 years is better than : 26.27 vs. BARDX (9.96).
| BARDX | DFGEX | BARDX / DFGEX | |
| Total Expense Ratio | 0.49 | 0.22 | 223% |
| Annual Report Gross Expense Ratio | 0.57 | 0.28 | 204% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 7.181 | 6.238 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 7.11B | 3% |
| Annual Yield % from dividends | 2.53 | 3.56 | 71% |
| Returns for 1 year | -11.14 | 4.62 | -241% |
| Returns for 3 years | -4.60 | 7.90 | -58% |
| Returns for 5 years | 9.96 | 26.27 | 38% |
| Returns for 10 years | N/A | 42.28 | - |
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