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FRESX vs VGSNX
FRESX vs VGSNX Comparison
Open Charts FRESX vs VGSNX
Fidelity Real Estate Investment Port
Price$36.61
Change-$0.78 (-2.09%)
VolumeN/A
Net Assets3.16B
Vanguard Real Estate Index Institutional
Price$18.12
Change-$0.43 (-2.32%)
VolumeN/A
Net Assets65.66B
FRESX vs VGSNX Comparison Chart
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FRESX vs. VGSNX 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 FRESX is a Hold and VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. FRESX (3.16B). VGSNX pays higher dividends than FRESX: VGSNX (4.03) vs FRESX (1.97). FRESX was incepted earlier than VGSNX: FRESX (38 years) vs VGSNX (21 years). FRESX (0.65) is less costly to investors than VGSNX (0.11). FRESX is a more actively managed with annual turnover of: 34.00 vs. VGSNX (9.00). FRESX has a lower initial minimum investment than VGSNX: FRESX (0) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 6.85 vs. FRESX (5.67). VGSNX return over 5 years is better than : 29.57 vs. FRESX (6.82).
| FRESX | VGSNX | FRESX / VGSNX | |
| Total Expense Ratio | 0.65 | 0.11 | 591% |
| Annual Report Gross Expense Ratio | 0.65 | 0.11 | 591% |
| Fund Existence | 38 years | 21 years | - |
| Gain YTD | -3.110 | -4.154 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 65.7B | 5% |
| Annual Yield % from dividends | 1.97 | 4.03 | 49% |
| Returns for 1 year | 5.67 | 6.85 | 83% |
| Returns for 3 years | -22.52 | -11.92 | 189% |
| Returns for 5 years | 6.82 | 29.57 | 23% |
| Returns for 10 years | 8.96 | 44.82 | 20% |
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