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 a closer substitute for your current allocation.
Cheapest Alternatives to DFGEX
DFGEX charges 0.14% annually. There are 7 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | DFGEX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | DFGEX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | DFGEX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | DFGEX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | DFGEX vs VGRNX |
Best Risk-Adjusted Alternatives to DFGEX
DFGEX has a PortfoliosLab risk / return rank of 50. There are 39 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | DFGEX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | DFGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | DFGEX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | DFGEX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | DFGEX vs IRSAX |
Top Performing DFGEX Alternatives (YTD)
DFGEX is at 14.33% YTD. There are 56 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | DFGEX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | DFGEX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | DFGEX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | DFGEX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | DFGEX vs CREEX |
Lowest Volatility Alternatives to DFGEX
DFGEX has 12.10% 1-year volatility. There are 19 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | DFGEX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | DFGEX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | DFGEX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | DFGEX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | DFGEX vs FRIFX |
Lowest Drawdown Alternatives to DFGEX
DFGEX has a 1-year max drawdown of -9.04%. There are 58 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | DFGEX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | DFGEX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | DFGEX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | DFGEX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | DFGEX vs FRIFX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $43B.
Often Compared With DFGEX
Investors most often compare DFGEX with VNQ, FREL, VNQI. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DFGEX with Any Fund or Stock
Compare DFGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFGEX with funds that move differently
DFA Global Real Estate Securities Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFGEX.
Explore DFGEX Diversifiers