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DFGEX vs FWRAX
DFGEX vs FWRAX Comparison
Open Charts DFGEX vs FWRAX
DFA Global Real Estate Securities Port
Price$9.82
Change+$0.15 (+1.55%)
VolumeN/A
Net Assets6.44B
Fidelity Advisor Global Real Estate A
Price$10.12
Change+$0.16 (+1.61%)
VolumeN/A
Net Assets5.51M
DFGEX vs FWRAX Comparison Chart
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DFGEX vs. FWRAX 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 FWRAX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.44B vs. FWRAX (5.51M). DFGEX pays higher dividends than FWRAX: DFGEX (3.67) vs FWRAX (2.33). DFGEX was incepted earlier than FWRAX: DFGEX (17 years) vs FWRAX (9 years). FWRAX (4.04) is less costly to investors than DFGEX (0.28). FWRAX is a more actively managed with annual turnover of: 32.00 vs. DFGEX (0.00). DFGEX (0) and FWRAX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 4.60 vs. FWRAX (0.66). FWRAX return over 5 years is better than : 19.93 vs. DFGEX (17.98).
| DFGEX | FWRAX | DFGEX / FWRAX | |
| Total Expense Ratio | 0.22 | 1.20 | 18% |
| Annual Report Gross Expense Ratio | 0.28 | 4.04 | 7% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -2.772 | -4.046 | 69% |
| Front Load | N/A | 6% | - |
| 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 | 2.33 | 158% |
| Returns for 1 year | 4.60 | 0.66 | 695% |
| Returns for 3 years | -16.39 | -14.98 | 109% |
| Returns for 5 years | 17.98 | 19.93 | 90% |
| Returns for 10 years | 25.52 | N/A | - |
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