Interact to see
Advertisement
Advertisement
DFGEX vs PGRKX
DFGEX vs PGRKX Comparison
Open Charts DFGEX vs PGRKX
DFA Global Real Estate Securities Port
Price$10.72
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets7.09B
Principal Global Real Estate Sec R3
Price$9.52
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets1.63B
DFGEX vs PGRKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFGEX vs. PGRKX commentary
Jul 12, 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 Hold and PGRKX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.09B vs. PGRKX (1.63B). DFGEX pays higher dividends than PGRKX: DFGEX (3.56) vs PGRKX (2.19). DFGEX was incepted earlier than PGRKX: DFGEX (17 years) vs PGRKX (9 years). PGRKX (1.46) is less costly to investors than DFGEX (0.28). PGRKX is a more actively managed with annual turnover of: 27.50 vs. DFGEX (3.00). DFGEX (0) and PGRKX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 7.85 vs. PGRKX (6.45). DFGEX return over 5 years is better than : 26.64 vs. PGRKX (18.67).
| DFGEX | PGRKX | DFGEX / PGRKX | |
| Total Expense Ratio | 0.22 | 1.46 | 15% |
| Annual Report Gross Expense Ratio | 0.28 | 1.46 | 19% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.436 | 4.862 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 1.63B | 435% |
| Annual Yield % from dividends | 3.56 | 2.19 | 163% |
| Returns for 1 year | 7.85 | 6.45 | 122% |
| Returns for 3 years | 8.01 | 8.13 | 98% |
| Returns for 5 years | 26.64 | 18.67 | 143% |
| Returns for 10 years | 43.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement