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DFGEX vs SFREX
DFGEX vs SFREX Comparison
Open Charts DFGEX vs SFREX
DFA Global Real Estate Securities Port
Price$11.06
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets7.2B
Schwab Fundamental Global Real Estt Idx
Price$10.10
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets79.66M
DFGEX vs SFREX Comparison Chart in %
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DFGEX vs. SFREX commentary
Oct 18, 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 DFGEX is a Hold and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.2B vs. SFREX (79.7M). DFGEX pays higher dividends than SFREX: DFGEX (3.46) vs SFREX (3.20). DFGEX was incepted earlier than SFREX: DFGEX (17 years) vs SFREX (11 years). SFREX (0.39) is less costly to investors than DFGEX (0.28). SFREX is a more actively managed with annual turnover of: 26.00 vs. DFGEX (3.00). DFGEX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 3.71 vs. DFGEX (0.20). SFREX return over 5 years is better than : 28.34 vs. DFGEX (26.66).
| DFGEX | SFREX | DFGEX / SFREX | |
| Total Expense Ratio | 0.22 | 0.39 | 56% |
| Annual Report Gross Expense Ratio | 0.28 | 0.39 | 72% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 9.505 | 12.592 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2B | 79.7M | 9,034% |
| Annual Yield % from dividends | 3.46 | 3.20 | 108% |
| Returns for 1 year | 0.20 | 3.71 | 5% |
| Returns for 3 years | 26.94 | 30.08 | 90% |
| Returns for 5 years | 26.66 | 28.34 | 94% |
| Returns for 10 years | 43.09 | 35.80 | 120% |
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