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DFGEX vs FWRTX
DFGEX vs FWRTX Comparison
Open Charts DFGEX vs FWRTX
DFA Global Real Estate Securities Port
Price$10.43
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.19B
Fidelity Advisor Global Real Estate M
Price$10.69
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets5.94M
DFGEX vs FWRTX Comparison Chart
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DFGEX vs. FWRTX commentary
Feb 23, 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 FWRTX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.19B vs. FWRTX (5.94M). DFGEX pays higher dividends than FWRTX: DFGEX (3.41) vs FWRTX (2.13). DFGEX was incepted earlier than FWRTX: DFGEX (17 years) vs FWRTX (9 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 : 9.74 vs. FWRTX (7.18). FWRTX return over 5 years is better than : -1.27 vs. DFGEX (-3.06).
| DFGEX | FWRTX | DFGEX / FWRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 3.267 | 3.086 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.19B | 5.94M | 121,075% |
| Annual Yield % from dividends | 3.41 | 2.13 | 160% |
| Returns for 1 year | 9.74 | 7.18 | 136% |
| Returns for 3 years | -5.74 | -4.58 | 125% |
| Returns for 5 years | -3.06 | -1.27 | 241% |
| Returns for 10 years | 32.33 | N/A | - |
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