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DFGEX vs FWRIX
DFGEX vs FWRIX Comparison
Open Charts DFGEX vs FWRIX
DFA Global Real Estate Securities Port
Price$10.15
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets7.08B
Fidelity Advisor Global Real Estate I
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.11M
DFGEX vs FWRIX Comparison Chart
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DFGEX vs. FWRIX commentary
Jan 19, 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 FWRIX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.08B vs. FWRIX (6.11M). DFGEX pays higher dividends than FWRIX: DFGEX (3.41) vs FWRIX (2.58). DFGEX was incepted earlier than FWRIX: DFGEX (17 years) vs FWRIX (8 years). FWRIX is a more actively managed with annual turnover of: 84.00 vs. DFGEX (0.00). DFGEX (0) and FWRIX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 7.23 vs. FWRIX (4.84). FWRIX return over 5 years is better than : 0.84 vs. DFGEX (-2.59).
| DFGEX | FWRIX | DFGEX / FWRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 0.495 | -0.866 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 6.11M | 115,865% |
| Annual Yield % from dividends | 3.41 | 2.58 | 132% |
| Returns for 1 year | 7.23 | 4.84 | 149% |
| Returns for 3 years | -13.31 | -11.37 | 117% |
| Returns for 5 years | -2.59 | 0.84 | -307% |
| Returns for 10 years | 26.46 | N/A | - |
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