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FSREX vs VGSNX
FSREX vs VGSNX Comparison
Open Charts FSREX vs VGSNX
Fidelity Series Real Estate Income
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets274.54M
Vanguard Real Estate Index Institutional
Price$19.68
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets63.79B
FSREX vs VGSNX Comparison Chart in %
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FSREX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. FSREX (275M). FSREX pays higher dividends than VGSNX: FSREX (5.85) vs VGSNX (3.92). 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 : 8.73 vs. VGSNX (7.42). VGSNX (39.01) and FSREX (38.62) 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 | 4.403 | 2.688 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 63.8B | 0% |
| Annual Yield % from dividends | 5.85 | 3.92 | 149% |
| Returns for 1 year | 8.73 | 7.42 | 118% |
| Returns for 3 years | 17.20 | 11.27 | 153% |
| Returns for 5 years | 38.62 | 39.01 | 99% |
| Returns for 10 years | 55.94 | 62.41 | 90% |
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