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DFGEX vs SFREX
DFGEX vs SFREX Comparison
Open Charts DFGEX vs SFREX
DFA Global Real Estate Securities Port
Price$10.75
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets7.09B
Schwab Fundamental Global Real Estt Idx
Price$10.26
Change+$0.11 (+1.08%)
VolumeN/A
Net Assets74.13M
DFGEX vs SFREX Comparison Chart in %
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DFGEX vs. SFREX commentary
Jan 16, 2026
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: 7.1B vs. SFREX (74.1M). DFGEX pays higher dividends than SFREX: DFGEX (4.07) vs SFREX (3.51). 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 : 18.59 vs. DFGEX (12.02). DFGEX return over 5 years is better than : 18.60 vs. SFREX (15.81).
| 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 | 2.674 | 4.374 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 74.1M | 9,575% |
| Annual Yield % from dividends | 4.07 | 3.51 | 116% |
| Returns for 1 year | 12.02 | 18.59 | 65% |
| Returns for 3 years | 16.51 | 17.29 | 96% |
| Returns for 5 years | 18.60 | 15.81 | 118% |
| Returns for 10 years | 56.08 | 54.22 | 103% |
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