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DFGEX vs FWRIX
DFGEX vs FWRIX Comparison
Open Charts DFGEX vs FWRIX
DFA Global Real Estate Securities Port
Price$10.43
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.24B
Fidelity Advisor Global Real Estate I
Price$10.71
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets5.94M
DFGEX vs FWRIX Comparison Chart
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DFGEX vs. FWRIX commentary
Feb 22, 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 FWRIX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.24B vs. FWRIX (5.94M). DFGEX pays higher dividends than FWRIX: DFGEX (3.41) vs FWRIX (2.58). DFGEX was incepted earlier than FWRIX: DFGEX (17 years) vs FWRIX (9 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 : 10.81 vs. FWRIX (8.05). FWRIX return over 5 years is better than : 1.07 vs. DFGEX (-2.31).
| DFGEX | FWRIX | DFGEX / FWRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 4.059 | 3.080 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.24B | 5.94M | 121,900% |
| Annual Yield % from dividends | 3.41 | 2.58 | 132% |
| Returns for 1 year | 10.81 | 8.05 | 134% |
| Returns for 3 years | -5.65 | -3.80 | 148% |
| Returns for 5 years | -2.31 | 1.07 | -216% |
| Returns for 10 years | 31.78 | N/A | - |
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