Interact to see
Advertisement
Advertisement
SAREX vs VRTPX
SAREX vs VRTPX Comparison
Open Charts SAREX vs VRTPX
SA Real Estate Securities
Price$11.36
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets115.7M
Vanguard Real Estate II Index
Price$21.47
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets9.6B
SAREX vs VRTPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SAREX vs. VRTPX commentary
Nov 20, 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: 9.6B vs. SAREX (116M). VRTPX pays higher dividends than SAREX: VRTPX (3.81) vs SAREX (2.85). SAREX was incepted earlier than VRTPX: SAREX (19 years) vs VRTPX (8 years). SAREX (0.86) is less costly to investors than VRTPX (0.08). SAREX is a more actively managed with annual turnover of: 5.00 vs. VRTPX (4.00). 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 : -2.12 vs. SAREX (-4.22). VRTPX return over 5 years is better than : 26.18 vs. SAREX (6.19).
| 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 | 19 years | 8 years | - |
| Gain YTD | 1.158 | 2.706 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 9.6B | 1% |
| Annual Yield % from dividends | 2.85 | 3.81 | 75% |
| Returns for 1 year | -4.22 | -2.12 | 199% |
| Returns for 3 years | 7.48 | 17.31 | 43% |
| Returns for 5 years | 6.19 | 26.18 | 24% |
| Returns for 10 years | 30.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers