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Looking at FRIFX vs FRESX - the former is an income REIT, the latter a capital growth fund.

Does the view at Google Finance compare the performance of both funds assuming all dividends from the income fund are re-invested in the same?

If not, how can one compare the performance of an income vs growth fund?

2

Nope. The graphs are based on price and do not account for dividends to my knowledge. You need to do a deeper dive on the research to find the true return for these funds as you've discovered one of the downfalls of looking at price only.

  • Thank you - what would be a valid method for researching/determining "true return"? – Jeremy Oct 23 '12 at 21:25
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    The fund itself should provide a prospectus or annual report by mail to shareholders or online for the rest of us. – JTP - Apologise to Monica Oct 24 '12 at 1:04

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