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FHEAX vs VGSIX
FHEAX vs VGSIX Comparison
Open Charts FHEAX vs VGSIX
Fidelity Advisor Real Estate A
Price$16.48
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets189M
Vanguard Real Estate Index Investor
Price$29.42
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets63.57B
FHEAX vs VGSIX Comparison Chart in %
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FHEAX vs. VGSIX commentary
Jun 28, 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: 63.6B vs. FHEAX (189M). VGSIX pays higher dividends than FHEAX: VGSIX (3.92) vs FHEAX (1.64). FHEAX was incepted earlier than VGSIX: FHEAX (23 years) vs VGSIX (29 years). FHEAX (1.03) is less costly to investors than VGSIX (0.27). FHEAX is a more actively managed with annual turnover of: 24.00 vs. VGSIX (7.00). FHEAX (0) and VGSIX (0) have matching initial minimum investment requirements. VGSIX annual gain was more profitable for investors over the last year : 10.10 vs. FHEAX (3.75). VGSIX return over 5 years is better than : 39.20 vs. FHEAX (-2.50).
| FHEAX | VGSIX | FHEAX / VGSIX | |
| Total Expense Ratio | 1.03 | 0.27 | 381% |
| Annual Report Gross Expense Ratio | 1.03 | 0.27 | 381% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 0.412 | 0.928 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 63.6B | 0% |
| Annual Yield % from dividends | 1.64 | 3.92 | 42% |
| Returns for 1 year | 3.75 | 10.10 | 37% |
| Returns for 3 years | -15.26 | 8.52 | -179% |
| Returns for 5 years | -2.50 | 39.20 | -6% |
| Returns for 10 years | -12.13 | 64.40 | -19% |
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