TGREX vs. TGCEX
Compare and contrast key facts about TCW Global Real Estate Fund (TGREX) and TCW Select Equities Fund (TGCEX).
TGREX is managed by TCW. It was launched on Nov 27, 2014. TGCEX is managed by TCW. It was launched on Feb 26, 1993.
Performance
TGREX vs. TGCEX - Performance Comparison
Loading graphics...
TGREX vs. TGCEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGREX TCW Global Real Estate Fund | 1.07% | 7.69% | 1.94% | 11.29% | -25.92% | 27.96% | 14.65% | 29.50% | -11.22% | 11.06% |
TGCEX TCW Select Equities Fund | -11.75% | 10.77% | 30.65% | 44.34% | -36.51% | 25.84% | 39.32% | 36.03% | 2.42% | 32.85% |
Returns By Period
In the year-to-date period, TGREX achieves a 1.07% return, which is significantly higher than TGCEX's -11.75% return. Over the past 10 years, TGREX has underperformed TGCEX with an annualized return of 5.58%, while TGCEX has yielded a comparatively higher 14.14% annualized return.
TGREX
- 1D
- 1.57%
- 1M
- -7.89%
- YTD
- 1.07%
- 6M
- -0.08%
- 1Y
- 6.18%
- 3Y*
- 6.35%
- 5Y*
- 1.09%
- 10Y*
- 5.58%
TGCEX
- 1D
- 3.48%
- 1M
- -5.54%
- YTD
- -11.75%
- 6M
- -13.25%
- 1Y
- 6.48%
- 3Y*
- 17.41%
- 5Y*
- 7.59%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TGREX vs. TGCEX - Expense Ratio Comparison
TGREX has a 0.90% expense ratio, which is higher than TGCEX's 0.77% expense ratio.
Return for Risk
TGREX vs. TGCEX — Risk / Return Rank
TGREX
TGCEX
TGREX vs. TGCEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Global Real Estate Fund (TGREX) and TCW Select Equities Fund (TGCEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TGREX | TGCEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.33 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.66 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.09 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.37 | +0.25 |
Martin ratioReturn relative to average drawdown | 2.20 | 1.14 | +1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TGREX | TGCEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.33 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.33 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.63 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.35 | -0.05 |
Correlation
The correlation between TGREX and TGCEX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TGREX vs. TGCEX - Dividend Comparison
TGREX's dividend yield for the trailing twelve months is around 2.52%, less than TGCEX's 14.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGREX TCW Global Real Estate Fund | 2.52% | 2.96% | 1.90% | 1.76% | 2.10% | 10.16% | 0.75% | 2.65% | 2.81% | 2.15% | 3.85% | 2.80% |
TGCEX TCW Select Equities Fund | 14.26% | 12.58% | 15.71% | 12.24% | 20.14% | 12.87% | 7.11% | 9.06% | 16.70% | 26.37% | 6.68% | 7.52% |
Drawdowns
TGREX vs. TGCEX - Drawdown Comparison
The maximum TGREX drawdown since its inception was -37.78%, smaller than the maximum TGCEX drawdown of -63.61%. Use the drawdown chart below to compare losses from any high point for TGREX and TGCEX.
Loading graphics...
Drawdown Indicators
| TGREX | TGCEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.78% | -63.61% | +25.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -20.31% | +8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.48% | -42.96% | +9.48% |
Max Drawdown (10Y)Largest decline over 10 years | -37.78% | -42.96% | +5.18% |
Current DrawdownCurrent decline from peak | -8.53% | -17.53% | +9.00% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -16.74% | +7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 6.55% | -3.32% |
Volatility
TGREX vs. TGCEX - Volatility Comparison
The current volatility for TCW Global Real Estate Fund (TGREX) is 4.88%, while TCW Select Equities Fund (TGCEX) has a volatility of 6.76%. This indicates that TGREX experiences smaller price fluctuations and is considered to be less risky than TGCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TGREX | TGCEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 6.76% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 13.01% | -4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 22.57% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 23.15% | -7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 22.50% | -5.79% |