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FHEAX vs VGSIX
FHEAX vs VGSIX Comparison
Open Charts FHEAX vs VGSIX
Fidelity Advisor Real Estate A
Price$16.45
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets197.66M
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
FHEAX vs VGSIX Comparison Chart
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FHEAX vs. VGSIX commentary
Jan 19, 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 FHEAX is a Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. FHEAX (198M). VGSIX pays higher dividends than FHEAX: VGSIX (3.85) vs FHEAX (2.16). FHEAX was incepted earlier than VGSIX: FHEAX (22 years) vs VGSIX (29 years). FHEAX is a more actively managed with annual turnover of: 31.00 vs. VGSIX (9.00). FHEAX has a lower initial minimum investment than VGSIX: FHEAX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 10.40 vs. FHEAX (4.00). VGSIX return over 5 years is better than : 13.46 vs. FHEAX (-20.69).
| FHEAX | VGSIX | FHEAX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 0.366 | 0.675 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 64.7B | 0% |
| Annual Yield % from dividends | 2.16 | 3.85 | 56% |
| Returns for 1 year | 4.00 | 10.40 | 38% |
| Returns for 3 years | -26.88 | -7.16 | 375% |
| Returns for 5 years | -20.69 | 13.46 | -154% |
| Returns for 10 years | -22.53 | 42.92 | -52% |
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