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DFGEX vs FWRTX
DFGEX vs FWRTX Comparison
Open Charts DFGEX vs FWRTX
DFA Global Real Estate Securities Port
Price$10.40
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Global Real Estate M
Price$10.82
Change-$0.04 (-0.37%)
VolumeN/A
CapitalizationN/A
DFGEX vs FWRTX Comparison Chart
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DFGEX vs. FWRTX commentary
Dec 19, 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 FWRTX is a Sell.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.31B vs. FWRTX (6.53M). DFGEX pays higher dividends than FWRTX: DFGEX (3.41) vs FWRTX (2.13). DFGEX was incepted earlier than FWRTX: DFGEX (17 years) vs FWRTX (8 years). FWRTX is a more actively managed with annual turnover of: 84.00 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 : 6.93 vs. FWRTX (4.58). DFGEX return over 5 years is better than : 3.53 vs. FWRTX (1.41).
| DFGEX | FWRTX | DFGEX / FWRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 4.952 | 2.754 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 6.53M | 111,996% |
| Annual Yield % from dividends | 3.41 | 2.13 | 160% |
| Returns for 1 year | 6.93 | 4.58 | 151% |
| Returns for 3 years | -12.55 | -10.84 | 116% |
| Returns for 5 years | 3.53 | 1.41 | 250% |
| Returns for 10 years | 37.42 | N/A | - |
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