DFA Global Real Estate Securities Portfolio (DFGEX) Alternatives
DFA Global Real Estate Securities Portfolio (DFGEX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DFGEX
DFGEX charges 0.14% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among DFGEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | DFGEX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | DFGEX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | DFGEX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | DFGEX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | DFGEX vs VGRNX |
Best Risk-Adjusted Alternatives to DFGEX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | DFGEX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | DFGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | DFGEX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | DFGEX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | DFGEX vs FRIFX |
Top Performing DFGEX Alternatives (YTD)
DFGEX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | DFGEX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | DFGEX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | DFGEX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | DFGEX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | DFGEX vs IVRSX |
Lowest Volatility Alternatives to DFGEX
DFGEX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | DFGEX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | DFGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | DFGEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | DFGEX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | DFGEX vs FRIRX |
Lowest Drawdown Alternatives to DFGEX
DFGEX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | DFGEX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | DFGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | DFGEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | DFGEX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | DFGEX vs FRINX |
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Often Compared With DFGEX
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Compare DFGEX with Any Fund or Stock
Compare DFGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.