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DFGEX vs FWRTX
DFGEX vs FWRTX Comparison
Open Charts DFGEX vs FWRTX
DFA Global Real Estate Securities Port
Price$10.24
Change-$0.23 (-2.20%)
VolumeN/A
Net Assets6.99B
Fidelity Advisor Global Real Estate M
Price$10.46
Change-$0.22 (-2.06%)
VolumeN/A
Net Assets5.51M
DFGEX vs FWRTX Comparison Chart
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DFGEX vs. FWRTX commentary
Apr 04, 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 Buy and FWRTX is a Hold.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.99B vs. FWRTX (5.51M). DFGEX pays higher dividends than FWRTX: DFGEX (3.67) vs FWRTX (2.12). DFGEX was incepted earlier than FWRTX: DFGEX (17 years) vs FWRTX (9 years). FWRTX (4.29) is less costly to investors than DFGEX (0.28). FWRTX is a more actively managed with annual turnover of: 32.00 vs. DFGEX (0.00). DFGEX (0) and FWRTX (0) have matching initial minimum investment requirements. DFGEX annual gain was more profitable for investors over the last year : 10.16 vs. FWRTX (6.97). DFGEX (50.47) and FWRTX (48.36) have equivalent 5 years return.
| DFGEX | FWRTX | DFGEX / FWRTX | |
| Total Expense Ratio | 0.22 | 1.45 | 15% |
| Annual Report Gross Expense Ratio | 0.28 | 4.29 | 7% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 3.663 | 2.989 | 123% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 5.51M | 126,910% |
| Annual Yield % from dividends | 3.67 | 2.12 | 173% |
| Returns for 1 year | 10.16 | 6.97 | 146% |
| Returns for 3 years | -12.30 | -11.06 | 111% |
| Returns for 5 years | 50.47 | 48.36 | 104% |
| Returns for 10 years | 31.04 | N/A | - |
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