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DFGEX vs FWRIX
DFGEX vs FWRIX Comparison
Open Charts DFGEX vs FWRIX
DFA Global Real Estate Securities Port
Price$9.32
Change-$0.18 (-1.89%)
VolumeN/A
Net Assets6.34B
Fidelity Advisor Global Real Estate I
Price$9.56
Change-$0.17 (-1.75%)
VolumeN/A
Net Assets5.51M
DFGEX vs FWRIX Comparison Chart
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DFGEX vs. FWRIX commentary
Apr 10, 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: 6.34B vs. FWRIX (5.51M). DFGEX pays higher dividends than FWRIX: DFGEX (3.67) vs FWRIX (2.65). DFGEX was incepted earlier than FWRIX: DFGEX (17 years) vs FWRIX (9 years). FWRIX (3.72) is less costly to investors than DFGEX (0.28). FWRIX is a more actively managed with annual turnover of: 32.00 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 : -3.02 vs. FWRIX (-3.72). FWRIX return over 5 years is better than : 18.51 vs. DFGEX (11.97).
| DFGEX | FWRIX | DFGEX / FWRIX | |
| Total Expense Ratio | 0.22 | 0.95 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 3.72 | 8% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -7.723 | -6.352 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 5.51M | 115,079% |
| Annual Yield % from dividends | 3.67 | 2.65 | 139% |
| Returns for 1 year | -3.02 | -3.72 | 81% |
| Returns for 3 years | -21.63 | -17.25 | 125% |
| Returns for 5 years | 11.97 | 18.51 | 65% |
| Returns for 10 years | 19.02 | N/A | - |
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