DFGEX
Price
$10.28
Change
+$0.13 (+1.28%)
Updated
Jan 30 closing price
Net Assets
7.01B
FWRCX
Price
$10.58
Change
+$0.13 (+1.24%)
Updated
Jan 30 closing price
Net Assets
6.11M
Ad is loading...

DFGEX vs FWRCX

Header iconDFGEX vs FWRCX Comparison
Open Charts DFGEX vs FWRCXBanner chart's image
DFA Global Real Estate Securities Port
Price$10.28
Change+$0.13 (+1.28%)
VolumeN/A
Net Assets7.01B
Fidelity Advisor Global Real Estate C
Price$10.58
Change+$0.13 (+1.24%)
VolumeN/A
Net Assets6.11M
DFGEX vs FWRCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DFGEX vs. FWRCX commentary
Jan 31, 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 StrongBuy and FWRCX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.01B vs. FWRCX (6.11M). DFGEX pays higher dividends than FWRCX: DFGEX (3.41) vs FWRCX (1.77). DFGEX was incepted earlier than FWRCX: DFGEX (17 years) vs FWRCX (8 years). FWRCX is a more actively managed with annual turnover of: 84.00 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 : 8.72 vs. FWRCX (4.66). DFGEX return over 5 years is better than : -0.51 vs. FWRCX (-2.64).
DFGEXFWRCXDFGEX / FWRCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years8 years-
Gain YTD1.7820.288619%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets7.01B6.11M114,704%
Annual Yield % from dividends3.411.77192%
Returns for 1 year8.724.66187%
Returns for 3 years-10.52-11.8389%
Returns for 5 years-0.51-2.6419%
Returns for 10 years27.96N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CCDVX18.390.13
+0.71%
Calamos Dividend Growth C
POSAX8.42N/A
N/A
Principal Global Real Estate Sec A
MFCCX35.08N/A
N/A
Meridian Contrarian C
PRJBX46.05N/A
N/A
PGIM Jennison Global Opportunities R2
DNFGX42.16-0.35
-0.82%
Dunham Focused Large Cap Growth N