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AGREX vs DFGEX
AGREX vs DFGEX Comparison
Open Charts AGREX vs DFGEX
Invesco Global Real Estate A
Price$9.14
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets134.63M
DFA Global Real Estate Securities Port
Price$10.82
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets7.13B
AGREX vs DFGEX Comparison Chart in %
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AGREX vs. DFGEX commentary
Jul 07, 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: 7.13B vs. AGREX (135M). DFGEX pays higher dividends than AGREX: DFGEX (3.56) vs AGREX (2.06). 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 : 12.48 vs. AGREX (8.86). DFGEX return over 5 years is better than : 24.78 vs. AGREX (0.49).
| 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 | 6.071 | 7.129 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 7.13B | 2% |
| Annual Yield % from dividends | 2.06 | 3.56 | 58% |
| Returns for 1 year | 8.86 | 12.48 | 71% |
| Returns for 3 years | -5.08 | 7.52 | -68% |
| Returns for 5 years | 0.49 | 24.78 | 2% |
| Returns for 10 years | -6.05 | 47.44 | -13% |
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