Posted inHead To Head

HEAD-TO-HEAD: DWS versus Fidelity

FSA compares two global equity income products: the DWS Invest Top Dividend Fund and the Fidelity Global Dividend Fund.
by Rupert Walker

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Fees

Fund research firm Morningstar pays a lot of attention to management charges and expenses, and share classes that charge excessive fees are typically assigned lower ratings.

DWS Invest Top Dividend’s ongoing charge fee (OCF) of 1.5% per year is broadly in line with the median of the comparison group, which is 1.56%, according to FE Fundinfo data.

Fidelity Global Dividend has a higher price tag, charging 1.9% per year, which “puts it at a notable disadvantage,” said Schumacher.

“It’s also disappointing to see that economies of scale are not shared with investors, since these two funds manage the largest asset bases in the Morningstar global equity income category,” he said.

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