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FSREX vs VRTPX
FSREX vs VRTPX Comparison
Open Charts FSREX vs VRTPX
Fidelity Series Real Estate Income
Price$10.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets282.49M
Vanguard Real Estate II Index
Price$21.22
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets9.6B
FSREX vs VRTPX Comparison Chart in %
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FSREX vs. VRTPX commentary
Nov 21, 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 Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.6B vs. FSREX (282M). FSREX pays higher dividends than VRTPX: FSREX (5.66) vs VRTPX (3.81). FSREX was incepted earlier than VRTPX: FSREX (14 years) vs VRTPX (8 years). VRTPX (0.08) is less costly to investors than FSREX (0.00). FSREX is a more actively managed with annual turnover of: 9.00 vs. VRTPX (4.00). FSREX has a lower initial minimum investment than VRTPX: FSREX (0) vs VRTPX (100000000). FSREX annual gain was more profitable for investors over the last year : 7.93 vs. VRTPX (-2.87). FSREX return over 5 years is better than : 29.77 vs. VRTPX (26.32).
| FSREX | VRTPX | FSREX / VRTPX | |
| Total Expense Ratio | 0.00 | 0.08 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.08 | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 7.683 | 2.322 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 9.6B | 3% |
| Annual Yield % from dividends | 5.66 | 3.81 | 148% |
| Returns for 1 year | 7.93 | -2.87 | -276% |
| Returns for 3 years | 28.47 | 16.31 | 175% |
| Returns for 5 years | 29.77 | 26.32 | 113% |
| Returns for 10 years | 60.87 | N/A | - |
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