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DFGEX vs SFREX
DFGEX vs SFREX Comparison
Open Charts DFGEX vs SFREX
DFA Global Real Estate Securities Port
Price$10.92
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets7.04B
Schwab Fundamental Global Real Estt Idx
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets72.71M
DFGEX vs SFREX Comparison Chart in %
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DFGEX vs. SFREX commentary
Dec 04, 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: 7.04B vs. SFREX (72.7M). 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 : 5.18 vs. DFGEX (0.96). DFGEX return over 5 years is better than : 16.25 vs. SFREX (11.41).
| 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 | 8.020 | 12.035 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 72.7M | 9,686% |
| Annual Yield % from dividends | 3.46 | 3.23 | 107% |
| Returns for 1 year | 0.96 | 5.18 | 18% |
| Returns for 3 years | 12.42 | 16.71 | 74% |
| Returns for 5 years | 16.25 | 11.41 | 142% |
| Returns for 10 years | 44.53 | 37.69 | 118% |
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