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DFGEX vs FWRTX
DFGEX vs FWRTX Comparison
Open Charts DFGEX vs FWRTX
DFA Global Real Estate Securities Port
Price$10.25
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets6.76B
Fidelity Advisor Global Real Estate M
Price$10.61
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets5.51M
DFGEX vs FWRTX Comparison Chart
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DFGEX vs. FWRTX commentary
Apr 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 6.76B 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 : 11.82 vs. FWRTX (9.31). FWRTX (32.70) and DFGEX (31.97) 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 | 1.485 | 1.736 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 5.51M | 122,646% |
| Annual Yield % from dividends | 3.67 | 2.12 | 173% |
| Returns for 1 year | 11.82 | 9.31 | 127% |
| Returns for 3 years | -12.80 | -10.50 | 122% |
| Returns for 5 years | 31.97 | 32.70 | 98% |
| Returns for 10 years | 30.53 | N/A | - |
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