Ad is loading...
FRIRX vs VGSIX
FRIRX vs VGSIX Comparison
Open Charts FRIRX vs VGSIX
Fidelity Advisor Real Estate Income I
Price$11.92
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets4.87B
Vanguard Real Estate Index Investor
Price$29.83
Change-$0.52 (-1.71%)
VolumeN/A
Net Assets64.7B
FRIRX vs VGSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRIRX vs. VGSIX commentary
Jan 24, 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 FRIRX is a Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. FRIRX (4.87B). FRIRX pays higher dividends than VGSIX: FRIRX (4.95) vs VGSIX (3.85). FRIRX was incepted earlier than VGSIX: FRIRX (15 years) vs VGSIX (29 years). FRIRX is a more actively managed with annual turnover of: 17.00 vs. VGSIX (9.00). FRIRX has a lower initial minimum investment than VGSIX: FRIRX (0) vs VGSIX (3000). VGSIX (9.19) and FRIRX (8.91) have marching annual gain over last year. FRIRX return over 5 years is better than : 14.95 vs. VGSIX (12.57).
| FRIRX | VGSIX | FRIRX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 0.421 | 0.709 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 64.7B | 8% |
| Annual Yield % from dividends | 4.95 | 3.85 | 128% |
| Returns for 1 year | 8.91 | 9.19 | 97% |
| Returns for 3 years | 2.29 | -4.40 | -52% |
| Returns for 5 years | 14.95 | 12.57 | 119% |
| Returns for 10 years | 51.48 | 40.91 | 126% |
View a ticker or compare two or three
VS
VS
Ad is loading...