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DFGEX vs FWRCX
DFGEX vs FWRCX Comparison
Open Charts DFGEX vs FWRCX
DFA Global Real Estate Securities Port
Price$9.78
Change-$0.46 (-4.49%)
VolumeN/A
Net Assets6.53B
Fidelity Advisor Global Real Estate C
Price$10.02
Change-$0.48 (-4.57%)
VolumeN/A
Net Assets5.51M
DFGEX vs FWRCX Comparison Chart
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DFGEX vs. FWRCX commentary
Apr 07, 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 FWRCX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.53B vs. FWRCX (5.51M). DFGEX pays higher dividends than FWRCX: DFGEX (3.67) vs FWRCX (1.43). DFGEX was incepted earlier than FWRCX: DFGEX (17 years) vs FWRCX (9 years). FWRCX (4.79) is less costly to investors than DFGEX (0.28). FWRCX is a more actively managed with annual turnover of: 32.00 vs. DFGEX (0.00). DFGEX (0) and FWRCX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 3.43 vs. FWRCX (-0.04). DFGEX return over 5 years is better than : 40.56 vs. FWRCX (35.38).
| DFGEX | FWRCX | DFGEX / FWRCX | |
| Total Expense Ratio | 0.22 | 1.95 | 11% |
| Annual Report Gross Expense Ratio | 0.28 | 4.79 | 6% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -3.168 | -3.839 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 5.51M | 118,436% |
| Annual Yield % from dividends | 3.67 | 1.43 | 257% |
| Returns for 1 year | 3.43 | -0.04 | -7,986% |
| Returns for 3 years | -17.76 | -17.72 | 100% |
| Returns for 5 years | 40.56 | 35.38 | 115% |
| Returns for 10 years | 23.86 | N/A | - |
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