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DFGEX vs IGREX
DFGEX vs IGREX Comparison
Open Charts DFGEX vs IGREX
DFA Global Real Estate Securities Port
Price$10.24
Change-$0.23 (-2.20%)
VolumeN/A
Net Assets6.99B
Invesco Global Real Estate R5
Price$8.61
Change-$0.21 (-2.38%)
VolumeN/A
Net Assets139.11M
DFGEX vs IGREX Comparison Chart
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DFGEX vs. IGREX 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 DFGEX is a Buy and IGREX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.99B vs. IGREX (139M). DFGEX pays higher dividends than IGREX: DFGEX (3.67) vs IGREX (2.44). 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: 89.00 vs. DFGEX (0.00). 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 : 10.16 vs. IGREX (4.43). DFGEX return over 5 years is better than : 50.47 vs. IGREX (20.17).
| 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 | 3.663 | 2.452 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 139M | 5,032% |
| Annual Yield % from dividends | 3.67 | 2.44 | 150% |
| Returns for 1 year | 10.16 | 4.43 | 229% |
| Returns for 3 years | -12.30 | -21.63 | 57% |
| Returns for 5 years | 50.47 | 20.17 | 250% |
| Returns for 10 years | 31.04 | -13.25 | -234% |
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