Ad is loading...
FSERX vs VRTPX
FSERX vs VRTPX Comparison
Open Charts FSERX vs VRTPX
Franklin Real Estate Securities R6
Price$18.53
Change-$0.76 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.45
Change-$0.91 (-4.07%)
VolumeN/A
CapitalizationN/A
FSERX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSERX vs. VRTPX commentary
Dec 19, 2024
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 StrongSell and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. FSERX (275M). VRTPX pays higher dividends than FSERX: VRTPX (3.98) vs FSERX (2.43). FSERX was incepted earlier than VRTPX: FSERX (12 years) vs VRTPX (7 years). FSERX is a more actively managed with annual turnover of: 10.69 vs. VRTPX (6.00). FSERX has a lower initial minimum investment than VRTPX: FSERX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.20 vs. FSERX (5.36). VRTPX return over 5 years is better than : 21.64 vs. FSERX (4.45).
| FSERX | VRTPX | FSERX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 7.052 | 8.572 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 10.1B | 3% |
| Annual Yield % from dividends | 2.43 | 3.98 | 61% |
| Returns for 1 year | 5.36 | 10.20 | 53% |
| Returns for 3 years | -12.22 | -6.72 | 182% |
| Returns for 5 years | 4.45 | 21.64 | 21% |
| Returns for 10 years | 6.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MXERX | 7.35 | N/A | N/A |
| Empower S&P SmallCap 600® Index Instl | |||
| TSYNX | 10.74 | N/A | N/A |
| AMG TimesSquare Global Small Cap N | |||
| FEYCX | 27.05 | -0.11 | -0.41% |
| Fidelity Advisor Asset Manager 85% C | |||
| RTDSX | 20.65 | -0.11 | -0.53% |
| Russell Inv Multifactor US Equity S | |||
| CBSLX | 26.48 | -0.16 | -0.60% |
| ClearBridge Sustainability Leaders R | |||