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FSERX vs VGSIX
FSERX vs VGSIX Comparison
Open Charts FSERX vs VGSIX
Franklin Real Estate Securities R6
Price$17.38
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets264.77M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
FSERX vs VGSIX Comparison Chart
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FSERX vs. VGSIX commentary
Feb 23, 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 FSERX is a StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. FSERX (265M). VGSIX pays higher dividends than FSERX: VGSIX (3.85) vs FSERX (2.43). FSERX was incepted earlier than VGSIX: FSERX (12 years) vs VGSIX (29 years). FSERX is a more actively managed with annual turnover of: 10.69 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than FSERX: VGSIX (3000) vs FSERX (1000000). VGSIX annual gain was more profitable for investors over the last year : 12.09 vs. FSERX (1.26). VGSIX return over 5 years is better than : 10.22 vs. FSERX (-13.56).
| FSERX | VGSIX | FSERX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 2.658 | 2.802 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 65.7B | 0% |
| Annual Yield % from dividends | 2.43 | 3.85 | 63% |
| Returns for 1 year | 1.26 | 12.09 | 10% |
| Returns for 3 years | -12.87 | 1.12 | -1,152% |
| Returns for 5 years | -13.56 | 10.22 | -133% |
| Returns for 10 years | -6.03 | 51.35 | -12% |
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