Interact to see
Advertisement
Advertisement
SAREX vs VRTPX
SAREX vs VRTPX Comparison
Open Charts SAREX vs VRTPX
SA Real Estate Securities
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets118M
Vanguard Real Estate II Index
Price$21.22
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets9.42B
SAREX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAREX vs. VRTPX commentary
Jun 28, 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 SAREX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. SAREX (118M). VRTPX pays higher dividends than SAREX: VRTPX (3.97) vs SAREX (2.83). SAREX was incepted earlier than VRTPX: SAREX (18 years) vs VRTPX (8 years). SAREX (0.86) is less costly to investors than VRTPX (0.08). VRTPX is a more actively managed with annual turnover of: 4.00 vs. SAREX (2.00). SAREX has a lower initial minimum investment than VRTPX: SAREX (100000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.46 vs. SAREX (9.05). VRTPX return over 5 years is better than : 39.94 vs. SAREX (17.48).
| SAREX | VRTPX | SAREX / VRTPX | |
| Total Expense Ratio | 0.76 | 0.08 | 950% |
| Annual Report Gross Expense Ratio | 0.86 | 0.08 | 1,075% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 0.623 | 1.118 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 9.42B | 1% |
| Annual Yield % from dividends | 2.83 | 3.97 | 71% |
| Returns for 1 year | 9.05 | 11.46 | 79% |
| Returns for 3 years | -0.77 | 7.40 | -10% |
| Returns for 5 years | 17.48 | 39.94 | 44% |
| Returns for 10 years | 39.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers