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BARDX vs DFGEX
BARDX vs DFGEX Comparison
Open Charts BARDX vs DFGEX
iShares Developed Real Estate Idx Inv A
Price$8.57
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets248.86M
DFA Global Real Estate Securities Port
Price$11.06
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets7.2B
BARDX vs DFGEX Comparison Chart in %
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BARDX vs. DFGEX commentary
Oct 19, 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 BARDX is a Hold and DFGEX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.2B vs. BARDX (249M). DFGEX pays higher dividends than BARDX: DFGEX (3.46) vs BARDX (2.38). BARDX was incepted earlier than DFGEX: BARDX (10 years) vs DFGEX (17 years). BARDX (0.57) is less costly to investors than DFGEX (0.28). BARDX is a more actively managed with annual turnover of: 20.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than BARDX: DFGEX (0) vs BARDX (1000). BARDX annual gain was more profitable for investors over the last year : 2.03 vs. DFGEX (0.20). DFGEX return over 5 years is better than : 26.66 vs. BARDX (10.29).
| BARDX | DFGEX | BARDX / DFGEX | |
| Total Expense Ratio | 0.49 | 0.22 | 223% |
| Annual Report Gross Expense Ratio | 0.57 | 0.28 | 204% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 11.071 | 9.505 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 7.2B | 3% |
| Annual Yield % from dividends | 2.38 | 3.46 | 69% |
| Returns for 1 year | 2.03 | 0.20 | 1,026% |
| Returns for 3 years | 11.84 | 26.94 | 44% |
| Returns for 5 years | 10.29 | 26.66 | 39% |
| Returns for 10 years | 17.00 | 43.09 | 39% |
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