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FIKJX vs VRTPX
FIKJX vs VRTPX Comparison
Open Charts FIKJX vs VRTPX
Fidelity Advisor Real Estate Z
Price$16.06
Change+$0.92 (+6.08%)
VolumeN/A
Net Assets196.63M
Vanguard Real Estate II Index
Price$20.34
Change+$1.15 (+5.99%)
VolumeN/A
Net Assets9.54B
FIKJX vs VRTPX Comparison Chart
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FIKJX vs. VRTPX commentary
Apr 11, 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 FIKJX is a Buy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. FIKJX (197M). VRTPX pays higher dividends than FIKJX: VRTPX (3.92) vs FIKJX (1.98). FIKJX was incepted earlier than VRTPX: FIKJX (7 years) vs VRTPX (8 years). FIKJX (0.62) is less costly to investors than VRTPX (0.08). FIKJX is a more actively managed with annual turnover of: 24.00 vs. VRTPX (6.00). FIKJX has a lower initial minimum investment than VRTPX: FIKJX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : -3.28 vs. FIKJX (-7.31). VRTPX return over 5 years is better than : 21.76 vs. FIKJX (-12.87).
| FIKJX | VRTPX | FIKJX / VRTPX | |
| Total Expense Ratio | 0.62 | 0.08 | 775% |
| Annual Report Gross Expense Ratio | 0.62 | 0.08 | 775% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -9.287 | -9.536 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 9.54B | 2% |
| Annual Yield % from dividends | 1.98 | 3.92 | 51% |
| Returns for 1 year | -7.31 | -3.28 | 223% |
| Returns for 3 years | -34.10 | -18.12 | 188% |
| Returns for 5 years | -12.87 | 21.76 | -59% |
| Returns for 10 years | N/A | N/A | - |
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