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DFGEX vs IGREX
DFGEX vs IGREX Comparison
Open Charts DFGEX vs IGREX
DFA Global Real Estate Securities Port
Price$10.63
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets7B
Invesco Global Real Estate R5
Price$9.03
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets136.47M
DFGEX vs IGREX Comparison Chart
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DFGEX vs. IGREX commentary
Jun 06, 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 DFGEX is a Buy and IGREX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7B vs. IGREX (136M). DFGEX pays higher dividends than IGREX: DFGEX (3.59) vs IGREX (2.37). DFGEX was incepted earlier than IGREX: DFGEX (17 years) vs IGREX (20 years). IGREX (0.98) is less costly to investors than DFGEX (0.28). IGREX is a more actively managed with annual turnover of: 130.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than IGREX: DFGEX (0) vs IGREX (1000000). DFGEX annual gain was more profitable for investors over the last year : 10.72 vs. IGREX (7.03). DFGEX return over 5 years is better than : 17.63 vs. IGREX (-3.31).
| DFGEX | IGREX | DFGEX / IGREX | |
| Total Expense Ratio | 0.22 | 0.98 | 22% |
| Annual Report Gross Expense Ratio | 0.28 | 0.98 | 29% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 5.248 | 5.007 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 136M | 5,146% |
| Annual Yield % from dividends | 3.59 | 2.37 | 152% |
| Returns for 1 year | 10.72 | 7.03 | 152% |
| Returns for 3 years | -0.89 | -10.09 | 9% |
| Returns for 5 years | 17.63 | -3.31 | -533% |
| Returns for 10 years | 44.85 | -5.08 | -883% |
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