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FRESX vs VRTPX
FRESX vs VRTPX Comparison
Open Charts FRESX vs VRTPX
Fidelity Real Estate Investment Port
Price$39.60
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets3.21B
Vanguard Real Estate II Index
Price$21.61
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.42B
FRESX vs VRTPX Comparison Chart
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FRESX vs. VRTPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. FRESX (3.21B). VRTPX pays higher dividends than FRESX: VRTPX (3.97) vs FRESX (1.99). 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). VRTPX annual gain was more profitable for investors over the last year : 11.79 vs. FRESX (10.35). VRTPX return over 5 years is better than : 28.00 vs. FRESX (7.51).
| 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 | 2.998 | 1.873 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 9.42B | 34% |
| Annual Yield % from dividends | 1.99 | 3.97 | 50% |
| Returns for 1 year | 10.35 | 11.79 | 88% |
| Returns for 3 years | -11.15 | 1.94 | -574% |
| Returns for 5 years | 7.51 | 28.00 | 27% |
| Returns for 10 years | 23.77 | N/A | - |
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