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DFGEX vs FWRCX
DFGEX vs FWRCX Comparison
Open Charts DFGEX vs FWRCX
DFA Global Real Estate Securities Port
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets6.93B
Fidelity Advisor Global Real Estate C
Price$10.69
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets5.36M
DFGEX vs FWRCX Comparison Chart
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DFGEX vs. FWRCX commentary
May 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 Buy and FWRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.93B vs. FWRCX (5.36M). DFGEX pays higher dividends than FWRCX: DFGEX (3.66) vs FWRCX (1.41). 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 (3.00). DFGEX (0) and FWRCX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 10.69 vs. FWRCX (6.71). DFGEX return over 5 years is better than : 30.62 vs. FWRCX (26.79).
| 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 | 4.158 | 3.161 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 5.36M | 129,293% |
| Annual Yield % from dividends | 3.66 | 1.41 | 260% |
| Returns for 1 year | 10.69 | 6.71 | 159% |
| Returns for 3 years | 2.66 | 2.37 | 112% |
| Returns for 5 years | 30.62 | 26.79 | 114% |
| Returns for 10 years | 38.17 | N/A | - |
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