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FSREX vs VGSIX
FSREX vs VGSIX Comparison
Open Charts FSREX vs VGSIX
Fidelity Series Real Estate Income
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets274.54M
Vanguard Real Estate Index Investor
Price$29.83
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets63.79B
FSREX vs VGSIX Comparison Chart in %
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FSREX vs. VGSIX commentary
Jul 15, 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 FSREX is a Buy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. FSREX (275M). FSREX pays higher dividends than VGSIX: FSREX (5.85) vs VGSIX (3.75). FSREX was incepted earlier than VGSIX: FSREX (14 years) vs VGSIX (29 years). VGSIX (0.27) is less costly to investors than FSREX (0.00). FSREX is a more actively managed with annual turnover of: 37.00 vs. VGSIX (7.00). FSREX (0) and VGSIX (0) have matching initial minimum investment requirements. FSREX annual gain was more profitable for investors over the last year : 8.73 vs. VGSIX (7.27). FSREX (38.62) and VGSIX (37.92) have equivalent 5 years return.
| FSREX | VGSIX | FSREX / VGSIX | |
| Total Expense Ratio | 0.00 | 0.27 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.27 | - |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 4.403 | 2.649 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 63.8B | 0% |
| Annual Yield % from dividends | 5.85 | 3.75 | 156% |
| Returns for 1 year | 8.73 | 7.27 | 120% |
| Returns for 3 years | 17.20 | 10.77 | 160% |
| Returns for 5 years | 38.62 | 37.92 | 102% |
| Returns for 10 years | 55.94 | 60.17 | 93% |
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