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CGREX vs DFGEX
CGREX vs DFGEX Comparison
Open Charts CGREX vs DFGEX
Invesco Global Real Estate C
Price$9.17
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
CGREX vs DFGEX Comparison Chart in %
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CGREX 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 CGREX is a Buy and DFGEX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.13B vs. CGREX (135M). DFGEX pays higher dividends than CGREX: DFGEX (3.56) vs CGREX (1.29). CGREX was incepted earlier than DFGEX: CGREX (20 years) vs DFGEX (17 years). CGREX (2.17) is less costly to investors than DFGEX (0.28). CGREX is a more actively managed with annual turnover of: 130.00 vs. DFGEX (3.00). DFGEX has a lower initial minimum investment than CGREX: DFGEX (0) vs CGREX (1000). DFGEX annual gain was more profitable for investors over the last year : 12.48 vs. CGREX (8.14). DFGEX return over 5 years is better than : 24.78 vs. CGREX (-3.03).
| CGREX | DFGEX | CGREX / DFGEX | |
| Total Expense Ratio | 2.17 | 0.22 | 986% |
| Annual Report Gross Expense Ratio | 2.17 | 0.28 | 775% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 5.649 | 7.129 | 79% |
| Front Load | N/A | 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 | 1.29 | 3.56 | 36% |
| Returns for 1 year | 8.14 | 12.48 | 65% |
| Returns for 3 years | -7.12 | 7.52 | -95% |
| Returns for 5 years | -3.03 | 24.78 | -12% |
| Returns for 10 years | -12.27 | 47.44 | -26% |
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