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DFGEX vs FWRAX
DFGEX vs FWRAX Comparison
Open Charts DFGEX vs FWRAX
DFA Global Real Estate Securities Port
Price$10.16
Change-$0.16 (-1.55%)
VolumeN/A
Net Assets7.2B
Fidelity Advisor Global Real Estate A
Price$10.33
Change-$0.15 (-1.43%)
VolumeN/A
Net Assets6.11M
DFGEX vs FWRAX Comparison Chart
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DFGEX vs. FWRAX commentary
Jan 23, 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: 7.2B vs. FWRAX (6.11M). DFGEX pays higher dividends than FWRAX: DFGEX (3.41) vs FWRAX (2.34). DFGEX was incepted earlier than FWRAX: DFGEX (17 years) vs FWRAX (8 years). FWRAX is a more actively managed with annual turnover of: 84.00 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 : 7.49 vs. FWRAX (4.68). FWRAX return over 5 years is better than : 0.70 vs. DFGEX (-1.78).
| DFGEX | FWRAX | DFGEX / FWRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.178 | 0.963 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2B | 6.11M | 117,795% |
| Annual Yield % from dividends | 3.41 | 2.34 | 145% |
| Returns for 1 year | 7.49 | 4.68 | 160% |
| Returns for 3 years | -9.52 | -8.66 | 110% |
| Returns for 5 years | -1.78 | 0.70 | -255% |
| Returns for 10 years | 26.97 | N/A | - |
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