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SAREX vs VRTPX
SAREX vs VRTPX Comparison
Open Charts SAREX vs VRTPX
SA Real Estate Securities
Price$11.61
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets119.14M
Vanguard Real Estate II Index
Price$21.95
Change+$0.14 (+0.64%)
VolumeN/A
Net Assets9.84B
SAREX vs VRTPX Comparison Chart in %
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SAREX vs. VRTPX commentary
Oct 19, 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: 9.84B vs. SAREX (119M). VRTPX pays higher dividends than SAREX: VRTPX (3.71) vs SAREX (2.78). 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 : -2.02 vs. SAREX (-4.85). VRTPX return over 5 years is better than : 36.39 vs. SAREX (14.60).
| 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 | 3.384 | 5.395 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 9.84B | 1% |
| Annual Yield % from dividends | 2.78 | 3.71 | 75% |
| Returns for 1 year | -4.85 | -2.02 | 240% |
| Returns for 3 years | 17.50 | 28.89 | 61% |
| Returns for 5 years | 14.60 | 36.39 | 40% |
| Returns for 10 years | 30.05 | N/A | - |
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