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AGREX vs DFGEX
AGREX vs DFGEX Comparison
Open Charts AGREX vs DFGEX
Invesco Global Real Estate A
Price$9.11
Change-$0.08 (-0.87%)
VolumeN/A
Net Assets135.24M
DFA Global Real Estate Securities Port
Price$10.68
Change-$0.10 (-0.93%)
VolumeN/A
Net Assets7.02B
AGREX vs DFGEX Comparison Chart
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AGREX vs. DFGEX commentary
Jun 16, 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 AGREX is a Buy and DFGEX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.02B vs. AGREX (135M). DFGEX pays higher dividends than AGREX: DFGEX (3.59) vs AGREX (1.93). AGREX was incepted earlier than DFGEX: AGREX (20 years) vs DFGEX (17 years). AGREX (1.42) is less costly to investors than DFGEX (0.28). AGREX is a more actively managed with annual turnover of: 130.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than AGREX: DFGEX (0) vs AGREX (1000). DFGEX annual gain was more profitable for investors over the last year : 11.58 vs. AGREX (7.89). DFGEX return over 5 years is better than : 23.41 vs. AGREX (-0.48).
| AGREX | DFGEX | AGREX / DFGEX | |
| Total Expense Ratio | 1.42 | 0.22 | 645% |
| Annual Report Gross Expense Ratio | 1.42 | 0.28 | 507% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 5.103 | 5.743 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 7.02B | 2% |
| Annual Yield % from dividends | 1.93 | 3.59 | 54% |
| Returns for 1 year | 7.89 | 11.58 | 68% |
| Returns for 3 years | -0.82 | 11.10 | -7% |
| Returns for 5 years | -0.48 | 23.41 | -2% |
| Returns for 10 years | -8.75 | 43.97 | -20% |
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