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BARDX vs DFGEX
BARDX vs DFGEX Comparison
Open Charts BARDX vs DFGEX
iShares Developed Real Estate Idx Inv A
Price$8.29
Change-$0.15 (-1.78%)
VolumeN/A
Net Assets234.78M
DFA Global Real Estate Securities Port
Price$10.65
Change-$0.20 (-1.84%)
VolumeN/A
Net Assets7.12B
BARDX vs DFGEX Comparison Chart in %
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BARDX vs. DFGEX commentary
Jun 26, 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: 7.13B vs. BARDX (235M). DFGEX pays higher dividends than BARDX: DFGEX (3.59) vs BARDX (2.56). 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 : 11.60 vs. BARDX (-4.15). DFGEX return over 5 years is better than : 28.22 vs. BARDX (11.95).
| 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 | 7.645 | 5.446 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 7.13B | 3% |
| Annual Yield % from dividends | 2.56 | 3.59 | 71% |
| Returns for 1 year | -4.15 | 11.60 | -36% |
| Returns for 3 years | -6.45 | 4.59 | -141% |
| Returns for 5 years | 11.95 | 28.22 | 42% |
| Returns for 10 years | N/A | 44.41 | - |
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