DFGEX
Price
$10.98
Change
-$0.04 (-0.36%)
Updated
Sep 17 closing price
Net Assets
7.22B
JERCX
Price
$12.01
Change
-$0.04 (-0.33%)
Updated
Sep 17 closing price
Net Assets
306.39M
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DFGEX vs JERCX

Header iconDFGEX vs JERCX Comparison
Open Charts DFGEX vs JERCXBanner chart's image
DFA Global Real Estate Securities Port
Price$10.98
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets7.22B
Janus Henderson Global Real Estate C
Price$12.01
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets306.39M
DFGEX vs JERCX Comparison Chart in %
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DFGEX vs. JERCX commentary
Sep 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 DFGEX is a Buy and JERCX is a Hold.

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FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.22B vs. JERCX (306M). DFGEX pays higher dividends than JERCX: DFGEX (3.48) vs JERCX (1.93). DFGEX was incepted earlier than JERCX: DFGEX (17 years) vs JERCX (18 years). JERCX (1.84) is less costly to investors than DFGEX (0.28). JERCX is a more actively managed with annual turnover of: 87.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than JERCX: DFGEX (0) vs JERCX (2500). JERCX annual gain was more profitable for investors over the last year : -1.72 vs. DFGEX (-1.98). DFGEX return over 5 years is better than : 25.99 vs. JERCX (7.19).
DFGEXJERCXDFGEX / JERCX
Total Expense Ratio0.221.7912%
Annual Report Gross Expense Ratio0.281.8415%
Fund Existence17 years18 years-
Gain YTD8.7139.03396%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets7.22B306M2,360%
Annual Yield % from dividends3.481.93180%
Returns for 1 year-1.98-1.72115%
Returns for 3 years11.879.53125%
Returns for 5 years25.997.19362%
Returns for 10 years51.8639.72131%
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