Ad is loading...
SAREX vs VRTPX
SAREX vs VRTPX Comparison
Open Charts SAREX vs VRTPX
SA Real Estate Securities
Price$11.07
Change+$0.18 (+1.65%)
VolumeN/A
Net Assets118.47M
Vanguard Real Estate II Index
Price$20.88
Change+$0.31 (+1.51%)
VolumeN/A
Net Assets9.54B
SAREX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SAREX vs. VRTPX commentary
Apr 18, 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 StrongBuy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. SAREX (118M). VRTPX pays higher dividends than SAREX: VRTPX (3.92) vs SAREX (2.81). 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: 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 : 15.11 vs. SAREX (12.49). VRTPX return over 5 years is better than : 37.45 vs. SAREX (13.65).
| 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 | -3.028 | -1.569 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 9.54B | 1% |
| Annual Yield % from dividends | 2.81 | 3.92 | 72% |
| Returns for 1 year | 12.49 | 15.11 | 83% |
| Returns for 3 years | -17.05 | -9.68 | 176% |
| Returns for 5 years | 13.65 | 37.45 | 36% |
| Returns for 10 years | 23.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TOIIX | 15.39 | 0.12 | +0.79% |
| Touchstone International Value Instl | |||
| ETCMX | 13.63 | N/A | N/A |
| Eventide Balanced Fund Class C | |||
| PHEIX | 11.68 | N/A | N/A |
| T. Rowe Price Hedged Equity I | |||
| PIIQX | 11.54 | N/A | N/A |
| Principal International Equity Index R5 | |||
| RWMFX | 58.48 | -0.12 | -0.20% |
| American Funds Washington Mutual R5 | |||