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DFWIX vs FSGEX
DFWIX vs FSGEX Comparison
Open Charts DFWIX vs FSGEX
DFA World ex US Core Equity Instl
Price$13.75
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets4.12B
Fidelity Series Global ex US Index
Price$15.20
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets52.06B
DFWIX vs FSGEX Comparison Chart
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DFWIX vs. FSGEX 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 DFWIX is a Hold and FSGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 52.1B vs. DFWIX (4.12B). DFWIX pays higher dividends than FSGEX: DFWIX (3.24) vs FSGEX (2.77). DFWIX was incepted earlier than FSGEX: DFWIX (12 years) vs FSGEX (15 years). DFWIX is a more actively managed with annual turnover of: 10.00 vs. FSGEX (6.00). DFWIX (0) and FSGEX (0) have matching initial minimum investment requirements. FSGEX annual gain was more profitable for investors over the last year : 10.84 vs. DFWIX (9.09). DFWIX (34.86) and FSGEX (33.35) have equivalent 5 years return.
| DFWIX | FSGEX | DFWIX / FSGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 5.526 | 7.193 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.12B | 52.1B | 8% |
| Annual Yield % from dividends | 3.24 | 2.77 | 117% |
| Returns for 1 year | 9.09 | 10.84 | 84% |
| Returns for 3 years | 11.10 | 14.74 | 75% |
| Returns for 5 years | 34.86 | 33.35 | 105% |
| Returns for 10 years | 53.95 | 53.74 | 100% |