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FRESX vs VRTPX
FRESX vs VRTPX Comparison
Open Charts FRESX vs VRTPX
Fidelity Real Estate Investment Port
Price$39.26
Change-$0.27 (-0.68%)
VolumeN/A
Net Assets3.17B
Vanguard Real Estate II Index
Price$21.43
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets9.32B
FRESX vs VRTPX Comparison Chart
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FRESX vs. VRTPX commentary
May 10, 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 VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. FRESX (3.17B). VRTPX pays higher dividends than FRESX: VRTPX (4.01) vs FRESX (2.00). FRESX was incepted earlier than VRTPX: FRESX (39 years) vs VRTPX (8 years). FRESX (0.65) is less costly to investors than VRTPX (0.08). FRESX is a more actively managed with annual turnover of: 34.00 vs. VRTPX (4.00). FRESX has a lower initial minimum investment than VRTPX: FRESX (0) vs VRTPX (100000000). FRESX annual gain was more profitable for investors over the last year : 13.93 vs. VRTPX (11.69). VRTPX return over 5 years is better than : 43.17 vs. FRESX (19.25).
| FRESX | VRTPX | FRESX / VRTPX | |
| Total Expense Ratio | 0.65 | 0.08 | 813% |
| Annual Report Gross Expense Ratio | 0.65 | 0.08 | 813% |
| Fund Existence | 39 years | 8 years | - |
| Gain YTD | 2.436 | 1.024 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 9.32B | 34% |
| Annual Yield % from dividends | 2.00 | 4.01 | 50% |
| Returns for 1 year | 13.93 | 11.69 | 119% |
| Returns for 3 years | -7.48 | 7.03 | -106% |
| Returns for 5 years | 19.25 | 43.17 | 45% |
| Returns for 10 years | 18.96 | N/A | - |
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