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FSERX vs VRTPX
FSERX vs VRTPX Comparison
Open Charts FSERX vs VRTPX
Franklin Real Estate Securities R6
Price$20.27
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$23.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSERX vs VRTPX Comparison Chart
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FSERX vs. VRTPX commentary
Sep 21, 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 StrongBuy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.76B vs. FSERX (297M). VRTPX pays higher dividends than FSERX: VRTPX (3.98) vs FSERX (2.43). FSERX was incepted earlier than VRTPX: FSERX (11 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 : 26.97 vs. FSERX (20.20). VRTPX return over 5 years is better than : 26.39 vs. FSERX (-6.72).
| FSERX | VRTPX | FSERX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 12.001 | 13.523 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 9.76B | 3% |
| Annual Yield % from dividends | 2.43 | 3.98 | 61% |
| Returns for 1 year | 20.20 | 26.97 | 75% |
| Returns for 3 years | -6.32 | 3.23 | -196% |
| Returns for 5 years | -6.72 | 26.39 | -25% |
| Returns for 10 years | 26.17 | N/A | - |
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