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DFGEX vs FWRIX
DFGEX vs FWRIX Comparison
Open Charts DFGEX vs FWRIX
DFA Global Real Estate Securities Port
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Global Real Estate I
Price$11.81
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
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DFGEX vs FWRIX Comparison Chart
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DFGEX vs. FWRIX commentary
Sep 21, 2024
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 StrongSell and FWRIX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 8.1B vs. FWRIX (6.57M). DFGEX pays higher dividends than FWRIX: DFGEX (3.41) vs FWRIX (2.58). DFGEX was incepted earlier than FWRIX: DFGEX (16 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 : 29.18 vs. FWRIX (26.91). FWRIX return over 5 years is better than : 14.94 vs. DFGEX (8.97).
| DFGEX | FWRIX | DFGEX / FWRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 12.463 | 11.943 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.1B | 6.57M | 123,269% |
| Annual Yield % from dividends | 3.41 | 2.58 | 132% |
| Returns for 1 year | 29.18 | 26.91 | 108% |
| Returns for 3 years | -3.32 | 0.51 | -648% |
| Returns for 5 years | 8.97 | 14.94 | 60% |
| Returns for 10 years | 61.50 | N/A | - |
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