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AGREX vs DFGEX
AGREX vs DFGEX Comparison
Open Charts AGREX vs DFGEX
Invesco Global Real Estate A
Price$9.20
Change-$0.11 (-1.18%)
VolumeN/A
Net Assets118.98M
DFA Global Real Estate Securities Port
Price$10.86
Change-$0.13 (-1.18%)
VolumeN/A
Net Assets7.05B
AGREX vs DFGEX Comparison Chart in %
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AGREX vs. DFGEX commentary
Nov 14, 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 Hold and DFGEX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.06B vs. AGREX (119M). DFGEX pays higher dividends than AGREX: DFGEX (3.52) vs AGREX (2.19). AGREX was incepted earlier than DFGEX: AGREX (21 years) vs DFGEX (17 years). AGREX (1.44) 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 : 3.83 vs. AGREX (2.92). DFGEX return over 5 years is better than : 17.76 vs. AGREX (-4.27).
| AGREX | DFGEX | AGREX / DFGEX | |
| Total Expense Ratio | 1.44 | 0.22 | 655% |
| Annual Report Gross Expense Ratio | 1.44 | 0.28 | 514% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 7.391 | 8.812 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 7.06B | 2% |
| Annual Yield % from dividends | 2.19 | 3.52 | 62% |
| Returns for 1 year | 2.92 | 3.83 | 76% |
| Returns for 3 years | 4.14 | 13.89 | 30% |
| Returns for 5 years | -4.27 | 17.76 | -24% |
| Returns for 10 years | -3.40 | 50.20 | -7% |
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