Interact to see
Advertisement
Advertisement
BARDX vs DFGEX
BARDX vs DFGEX Comparison
Open Charts BARDX vs DFGEX
iShares Developed Real Estate Idx Inv A
Price$8.31
Change-$0.08 (-0.95%)
VolumeN/A
Net Assets232.67M
DFA Global Real Estate Securities Port
Price$10.68
Change-$0.10 (-0.93%)
VolumeN/A
Net Assets7.09B
BARDX vs DFGEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BARDX vs. DFGEX commentary
Jun 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 BARDX is a Buy and DFGEX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.09B vs. BARDX (233M). DFGEX pays higher dividends than BARDX: DFGEX (3.59) vs BARDX (2.56). BARDX was incepted earlier than DFGEX: BARDX (10 years) vs DFGEX (17 years). BARDX (0.60) 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). DFGEX annual gain was more profitable for investors over the last year : 11.58 vs. BARDX (-6.04). DFGEX return over 5 years is better than : 23.41 vs. BARDX (5.51).
| BARDX | DFGEX | BARDX / DFGEX | |
| Total Expense Ratio | 0.49 | 0.22 | 223% |
| Annual Report Gross Expense Ratio | 0.60 | 0.28 | 214% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 5.987 | 5.743 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 7.09B | 3% |
| Annual Yield % from dividends | 2.56 | 3.59 | 71% |
| Returns for 1 year | -6.04 | 11.58 | -52% |
| Returns for 3 years | -3.19 | 11.10 | -29% |
| Returns for 5 years | 5.51 | 23.41 | 24% |
| Returns for 10 years | N/A | 43.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement