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FRESX vs VGSIX
FRESX vs VGSIX Comparison
Open Charts FRESX vs VGSIX
Fidelity Real Estate Investment Port
Price$39.19
Change-$0.41 (-1.04%)
VolumeN/A
Net Assets3.17B
Vanguard Real Estate Index Investor
Price$29.13
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets63.13B
FRESX vs VGSIX Comparison Chart
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FRESX vs. VGSIX commentary
May 15, 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 FRESX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.1B vs. FRESX (3.17B). VGSIX pays higher dividends than FRESX: VGSIX (3.96) vs FRESX (2.00). FRESX was incepted earlier than VGSIX: FRESX (39 years) vs VGSIX (29 years). FRESX (0.65) is less costly to investors than VGSIX (0.27). FRESX is a more actively managed with annual turnover of: 34.00 vs. VGSIX (7.00). FRESX has a lower initial minimum investment than VGSIX: FRESX (0) vs VGSIX (3000). VGSIX (12.02) and FRESX (11.64) have marching annual gain over last year. VGSIX return over 5 years is better than : 55.72 vs. FRESX (30.51).
| FRESX | VGSIX | FRESX / VGSIX | |
| Total Expense Ratio | 0.65 | 0.27 | 241% |
| Annual Report Gross Expense Ratio | 0.65 | 0.27 | 241% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 2.617 | 1.483 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 63.1B | 5% |
| Annual Yield % from dividends | 2.00 | 3.96 | 51% |
| Returns for 1 year | 11.64 | 12.02 | 97% |
| Returns for 3 years | -9.30 | 4.25 | -219% |
| Returns for 5 years | 30.51 | 55.72 | 55% |
| Returns for 10 years | 16.49 | 53.44 | 31% |
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