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BARDX vs DFGEX
BARDX vs DFGEX Comparison
Open Charts BARDX vs DFGEX
iShares Developed Real Estate Idx Inv A
Price$7.93
Change-$0.19 (-2.34%)
VolumeN/A
Net Assets220.46M
DFA Global Real Estate Securities Port
Price$10.24
Change-$0.23 (-2.20%)
VolumeN/A
Net Assets6.99B
BARDX vs DFGEX Comparison Chart
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BARDX vs. DFGEX commentary
Apr 04, 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 Hold and DFGEX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.99B vs. BARDX (220M). DFGEX pays higher dividends than BARDX: DFGEX (3.67) vs BARDX (2.86). BARDX was incepted earlier than DFGEX: BARDX (10 years) vs DFGEX (17 years). BARDX (0.60) is less costly to investors than DFGEX (0.28). 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 : 10.16 vs. BARDX (-11.04). DFGEX return over 5 years is better than : 50.47 vs. BARDX (23.95).
| BARDX | DFGEX | BARDX / DFGEX | |
| Total Expense Ratio | 0.49 | 0.22 | 223% |
| Annual Report Gross Expense Ratio | 0.60 | 0.28 | 214% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 0.380 | 3.663 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 6.99B | 3% |
| Annual Yield % from dividends | 2.86 | 3.67 | 78% |
| Returns for 1 year | -11.04 | 10.16 | -109% |
| Returns for 3 years | -26.89 | -12.30 | 219% |
| Returns for 5 years | 23.95 | 50.47 | 47% |
| Returns for 10 years | N/A | 31.04 | - |