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DFGEX vs SFREX
DFGEX vs SFREX Comparison
Open Charts DFGEX vs SFREX
DFA Global Real Estate Securities Port
Price$10.51
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets6.94B
Schwab Fundamental Global Real Estt Idx
Price$9.90
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets71.92M
DFGEX vs SFREX Comparison Chart in %
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DFGEX vs. SFREX commentary
Dec 27, 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 Buy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.94B vs. SFREX (71.9M). DFGEX pays higher dividends than SFREX: DFGEX (3.46) vs SFREX (3.23). DFGEX was incepted earlier than SFREX: DFGEX (18 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 : 9.41 vs. DFGEX (3.25). DFGEX (11.80) and SFREX (11.67) have equivalent 5 years return.
| DFGEX | SFREX | DFGEX / SFREX | |
| Total Expense Ratio | 0.22 | 0.39 | 56% |
| Annual Report Gross Expense Ratio | 0.28 | 0.39 | 72% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 3.861 | 10.363 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 71.9M | 9,650% |
| Annual Yield % from dividends | 3.46 | 3.23 | 107% |
| Returns for 1 year | 3.25 | 9.41 | 35% |
| Returns for 3 years | 16.20 | 18.00 | 90% |
| Returns for 5 years | 11.80 | 11.67 | 101% |
| Returns for 10 years | 38.05 | 33.65 | 113% |
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