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DGTSX vs FTCWX
DGTSX vs FTCWX Comparison
Open Charts DGTSX vs FTCWX
DFA Global Allocation 25/75 I
Price$14.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets655.88M
Fidelity Advisor Asset Manager 20% C
Price$13.79
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.51B
DGTSX vs FTCWX Comparison Chart in %
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DGTSX vs. FTCWX commentary
Jul 21, 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 DGTSX is a Hold and FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.51B vs. DGTSX (656M). DGTSX pays higher dividends than FTCWX: DGTSX (3.45) vs FTCWX (2.24). DGTSX was incepted earlier than FTCWX: DGTSX (22 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than DGTSX (0.39). DGTSX (0) and FTCWX (0) have matching initial minimum investment requirements. FTCWX annual gain was more profitable for investors over the last year : 5.04 vs. DGTSX (3.01). DGTSX return over 5 years is better than : 13.56 vs. FTCWX (7.84).
| DGTSX | FTCWX | DGTSX / FTCWX | |
| Total Expense Ratio | 0.24 | 1.52 | 16% |
| Annual Report Gross Expense Ratio | 0.39 | 1.52 | 26% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 4.732 | 3.999 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 656M | 5.51B | 12% |
| Annual Yield % from dividends | 3.45 | 2.24 | 154% |
| Returns for 1 year | 3.01 | 5.04 | 60% |
| Returns for 3 years | 14.13 | 11.54 | 122% |
| Returns for 5 years | 13.56 | 7.84 | 173% |
| Returns for 10 years | 32.47 | 15.57 | 209% |
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