Ad is loading...
SAREX vs VRTPX
SAREX vs VRTPX Comparison
Open Charts SAREX vs VRTPX
SA Real Estate Securities
Price$11.14
Change-$0.84 (-7.01%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.45
Change-$0.91 (-4.07%)
VolumeN/A
CapitalizationN/A
SAREX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAREX vs. VRTPX commentary
Dec 19, 2024
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 StrongSell and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. SAREX (130M). VRTPX pays higher dividends than SAREX: VRTPX (3.98) vs SAREX (2.75). SAREX was incepted earlier than VRTPX: SAREX (18 years) vs VRTPX (7 years). VRTPX is a more actively managed with annual turnover of: 6.00 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 : 4.92 vs. SAREX (3.75). VRTPX return over 5 years is better than : 15.95 vs. SAREX (-1.66).
| SAREX | VRTPX | SAREX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 3.426 | 4.154 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 10.1B | 1% |
| Annual Yield % from dividends | 2.75 | 3.98 | 69% |
| Returns for 1 year | 3.75 | 4.92 | 76% |
| Returns for 3 years | -22.07 | -10.51 | 210% |
| Returns for 5 years | -1.66 | 15.95 | -10% |
| Returns for 10 years | 28.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers