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SAREX vs VRTPX
SAREX vs VRTPX Comparison
Open Charts SAREX vs VRTPX
SA Real Estate Securities
Price$11.42
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets119.5M
Vanguard Real Estate II Index
Price$21.61
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.42B
SAREX vs VRTPX Comparison Chart
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SAREX vs. VRTPX commentary
Jun 07, 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 Buy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. SAREX (119M). 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 : 11.79 vs. SAREX (9.32). VRTPX return over 5 years is better than : 28.00 vs. SAREX (7.45).
| 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 | 1.158 | 1.873 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 9.42B | 1% |
| Annual Yield % from dividends | 2.83 | 3.97 | 71% |
| Returns for 1 year | 9.32 | 11.79 | 79% |
| Returns for 3 years | -5.57 | 1.94 | -287% |
| Returns for 5 years | 7.45 | 28.00 | 27% |
| Returns for 10 years | 38.03 | N/A | - |
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