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FSREX vs VGSNX
FSREX vs VGSNX Comparison
Open Charts FSREX vs VGSNX
Fidelity Series Real Estate Income
Price$10.18
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets276.8M
Vanguard Real Estate Index Institutional
Price$19.56
Change-$0.14 (-0.71%)
VolumeN/A
Net Assets63.72B
FSREX vs VGSNX Comparison Chart in %
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FSREX vs. VGSNX commentary
Aug 16, 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.7B vs. FSREX (277M). FSREX pays higher dividends than VGSNX: FSREX (5.80) vs VGSNX (3.91). FSREX was incepted earlier than VGSNX: FSREX (14 years) vs VGSNX (22 years). VGSNX (0.11) is less costly to investors than FSREX (0.00). FSREX is a more actively managed with annual turnover of: 37.00 vs. VGSNX (7.00). FSREX has a lower initial minimum investment than VGSNX: FSREX (0) vs VGSNX (5000000). FSREX annual gain was more profitable for investors over the last year : 8.36 vs. VGSNX (2.01). FSREX (34.15) and VGSNX (33.99) have equivalent 5 years return.
| FSREX | VGSNX | FSREX / VGSNX | |
| Total Expense Ratio | 0.00 | 0.11 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.11 | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 6.173 | 2.792 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 63.7B | 0% |
| Annual Yield % from dividends | 5.80 | 3.91 | 148% |
| Returns for 1 year | 8.36 | 2.01 | 416% |
| Returns for 3 years | 14.36 | -0.15 | -9,501% |
| Returns for 5 years | 34.15 | 33.99 | 100% |
| Returns for 10 years | 57.59 | 57.52 | 100% |
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