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DFGEX vs JERSX
DFGEX vs JERSX Comparison
Open Charts DFGEX vs JERSX
DFA Global Real Estate Securities Port
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets6.93B
Janus Henderson Global Real Estate S
Price$11.60
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets281.96M
DFGEX vs JERSX Comparison Chart
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DFGEX vs. JERSX commentary
May 11, 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 JERSX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.93B vs. JERSX (282M). DFGEX pays higher dividends than JERSX: DFGEX (3.66) vs JERSX (2.19). DFGEX was incepted earlier than JERSX: DFGEX (17 years) vs JERSX (17 years). JERSX (1.16) is less costly to investors than DFGEX (0.28). JERSX is a more actively managed with annual turnover of: 87.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than JERSX: DFGEX (0) vs JERSX (2500). DFGEX annual gain was more profitable for investors over the last year : 10.69 vs. JERSX (6.13). DFGEX return over 5 years is better than : 30.62 vs. JERSX (16.12).
| DFGEX | JERSX | DFGEX / JERSX | |
| Total Expense Ratio | 0.22 | 1.16 | 19% |
| Annual Report Gross Expense Ratio | 0.28 | 1.16 | 24% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 4.158 | 2.746 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 282M | 2,459% |
| Annual Yield % from dividends | 3.66 | 2.19 | 168% |
| Returns for 1 year | 10.69 | 6.13 | 174% |
| Returns for 3 years | 2.66 | -0.62 | -427% |
| Returns for 5 years | 30.62 | 16.12 | 190% |
| Returns for 10 years | 38.17 | 29.71 | 128% |
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