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DFGEX vs FIKKX
DFGEX vs FIKKX Comparison
Open Charts DFGEX vs FIKKX
DFA Global Real Estate Securities Port
Price$9.82
Change+$0.15 (+1.55%)
VolumeN/A
Net Assets6.44B
Fidelity Advisor Global Real Estate Z
Price$10.22
Change+$0.16 (+1.59%)
VolumeN/A
Net Assets5.51M
DFGEX vs FIKKX Comparison Chart
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DFGEX vs. FIKKX commentary
Apr 12, 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 Hold and FIKKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.44B vs. FIKKX (5.51M). DFGEX pays higher dividends than FIKKX: DFGEX (3.67) vs FIKKX (2.76). DFGEX was incepted earlier than FIKKX: DFGEX (17 years) vs FIKKX (7 years). FIKKX (3.63) is less costly to investors than DFGEX (0.28). FIKKX is a more actively managed with annual turnover of: 32.00 vs. DFGEX (0.00). DFGEX (0) and FIKKX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 4.60 vs. FIKKX (1.01). FIKKX return over 5 years is better than : 22.48 vs. DFGEX (17.98).
| DFGEX | FIKKX | DFGEX / FIKKX | |
| Total Expense Ratio | 0.22 | 0.80 | 27% |
| Annual Report Gross Expense Ratio | 0.28 | 3.63 | 8% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | -2.772 | -3.916 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.44B | 5.51M | 116,875% |
| Annual Yield % from dividends | 3.67 | 2.76 | 133% |
| Returns for 1 year | 4.60 | 1.01 | 455% |
| Returns for 3 years | -16.39 | -13.95 | 118% |
| Returns for 5 years | 17.98 | 22.48 | 80% |
| Returns for 10 years | 25.52 | N/A | - |
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