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DFGEX vs SFREX
DFGEX vs SFREX Comparison
Open Charts DFGEX vs SFREX
DFA Global Real Estate Securities Port
Price$10.86
Change-$0.13 (-1.18%)
VolumeN/A
Net Assets7.05B
Schwab Fundamental Global Real Estt Idx
Price$10.02
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets78.58M
DFGEX vs SFREX Comparison Chart in %
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DFGEX vs. SFREX commentary
Nov 14, 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: 7.06B vs. SFREX (78.6M). DFGEX pays higher dividends than SFREX: DFGEX (3.52) vs SFREX (3.33). 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 : 6.78 vs. DFGEX (3.83). DFGEX return over 5 years is better than : 17.76 vs. SFREX (16.36).
| 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 | 8.812 | 12.704 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.06B | 78.6M | 8,976% |
| Annual Yield % from dividends | 3.52 | 3.33 | 106% |
| Returns for 1 year | 3.83 | 6.78 | 56% |
| Returns for 3 years | 13.89 | 20.05 | 69% |
| Returns for 5 years | 17.76 | 16.36 | 109% |
| Returns for 10 years | 50.20 | 42.94 | 117% |
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