Ad is loading...
FHEIX vs VRTPX
FHEIX vs VRTPX Comparison
Open Charts FHEIX vs VRTPX
Fidelity Advisor Real Estate I
Price$16.83
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets188.78M
Vanguard Real Estate II Index
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets9.32B
FHEIX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FHEIX vs. VRTPX commentary
May 09, 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 FHEIX is a Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. FHEIX (189M). VRTPX pays higher dividends than FHEIX: VRTPX (4.01) vs FHEIX (1.75). FHEIX was incepted earlier than VRTPX: FHEIX (23 years) vs VRTPX (8 years). FHEIX (0.77) is less costly to investors than VRTPX (0.08). FHEIX is a more actively managed with annual turnover of: 24.00 vs. VRTPX (4.00). FHEIX has a lower initial minimum investment than VRTPX: FHEIX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 13.23 vs. FHEIX (9.40). VRTPX return over 5 years is better than : 42.24 vs. FHEIX (0.34).
| FHEIX | VRTPX | FHEIX / VRTPX | |
| Total Expense Ratio | 0.77 | 0.08 | 963% |
| Annual Report Gross Expense Ratio | 0.77 | 0.08 | 963% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 1.076 | 0.364 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 9.32B | 2% |
| Annual Yield % from dividends | 1.75 | 4.01 | 44% |
| Returns for 1 year | 9.40 | 13.23 | 71% |
| Returns for 3 years | -15.50 | 4.40 | -353% |
| Returns for 5 years | 0.34 | 42.24 | 1% |
| Returns for 10 years | -12.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...