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SAREX vs VGSIX
SAREX vs VGSIX Comparison
Open Charts SAREX vs VGSIX
SA Real Estate Securities
Price$11.39
Change-$0.10 (-0.87%)
VolumeN/A
Net Assets119.28M
Vanguard Real Estate Index Investor
Price$29.86
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets63.57B
SAREX vs VGSIX Comparison Chart
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SAREX vs. VGSIX commentary
Jun 16, 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 VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. SAREX (119M). VGSIX pays higher dividends than SAREX: VGSIX (3.92) vs SAREX (2.83). SAREX was incepted earlier than VGSIX: SAREX (18 years) vs VGSIX (29 years). SAREX (0.86) is less costly to investors than VGSIX (0.27). VGSIX is a more actively managed with annual turnover of: 7.00 vs. SAREX (2.00). VGSIX has a lower initial minimum investment than SAREX: VGSIX (3000) vs SAREX (100000). VGSIX annual gain was more profitable for investors over the last year : 11.19 vs. SAREX (9.20). VGSIX return over 5 years is better than : 33.75 vs. SAREX (12.83).
| SAREX | VGSIX | SAREX / VGSIX | |
| Total Expense Ratio | 0.76 | 0.27 | 281% |
| Annual Report Gross Expense Ratio | 0.86 | 0.27 | 319% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 1.425 | 1.789 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 63.6B | 0% |
| Annual Yield % from dividends | 2.83 | 3.92 | 72% |
| Returns for 1 year | 9.20 | 11.19 | 82% |
| Returns for 3 years | 7.48 | 15.96 | 47% |
| Returns for 5 years | 12.83 | 33.75 | 38% |
| Returns for 10 years | 36.25 | 60.71 | 60% |
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