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?


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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