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FRESX vs VGSIX
FRESX vs VGSIX Comparison
Open Charts FRESX vs VGSIX
Fidelity Real Estate Investment Port
Price$39.33
Change+$0.51 (+1.31%)
VolumeN/A
Net Assets3B
Vanguard Real Estate Index Investor
Price$30.18
Change+$0.42 (+1.41%)
VolumeN/A
Net Assets64.7B
FRESX vs VGSIX Comparison Chart
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FRESX vs. VGSIX commentary
Jan 31, 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 StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. FRESX (3B). VGSIX pays higher dividends than FRESX: VGSIX (3.85) vs FRESX (2.25). FRESX was incepted earlier than VGSIX: FRESX (38 years) vs VGSIX (29 years). FRESX is a more actively managed with annual turnover of: 13.00 vs. VGSIX (9.00). FRESX has a lower initial minimum investment than VGSIX: FRESX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 10.77 vs. FRESX (8.10). VGSIX return over 5 years is better than : 14.14 vs. FRESX (-6.38).
| FRESX | VGSIX | FRESX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 0.596 | 0.473 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 64.7B | 5% |
| Annual Yield % from dividends | 2.25 | 3.85 | 58% |
| Returns for 1 year | 8.10 | 10.77 | 75% |
| Returns for 3 years | -16.83 | -5.70 | 295% |
| Returns for 5 years | -6.38 | 14.14 | -45% |
| Returns for 10 years | 7.88 | 43.17 | 18% |
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