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RENTX vs FRESX

Both FRESX and RENTX are mutual funds. FRESX has a higher 5-year return than RENTX (5.39% vs 3.31%). Below is the comparison between FRESX and RENTX.

FRESX RENTX
Security Type ETF ETF
Segment Specialty: Real Estate Specialty: Real Estate
Family Fidelity Investments Shelton Capital Management
Net Assets $4.89B N/A
Expense Ratio 0.74% N/A
Management Style active active
Dividend Yield 2.70% N/A
Minimum Investment $2,500.00 $3,000.00
YTD Return 9.92% -10.35%
1-Year Return 13.10% 11.85%
3-Year Return 9.72% 2.49%
5-Year Return 5.39% 3.31%
10-Year Return 8.90% N/A

FRESX description

The Fund seeks above average income and long-term capital growth consistent with reasonable investment risk by investing primarily in equity securities of companies in the real estate industry.

FRESX performance & returns

YTD Return 9.92%
1-Month Return 6.88%
3-Month Return 13.10%
1-Year Return 13.10%
3-Year Return 9.72%
5-Year Return 5.39%
10-Year Return 8.90%
FRESX expense ratio is 0.74%.

FRESX holdings

Top 10 Holdings (58.17% of Total Assets)

Name Symbol % Assets
Prologis Inc PLD 12.79%
Digital Realty Trust Inc DLR 8.87%
Crown Castle International Corp CCI 6.70%
Duke Realty Corp DRE 6.02%
SBA Communications Corp SBAC 5.03%
Welltower Inc WELL 4.60%
Equity Lifestyle Properties Inc ELS 4.01%
UDR Inc UDR 3.55%
Equinix Inc EQIX 3.37%
Ventas Inc VTR 3.23%

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RENTX description

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RENTX performance & returns

YTD Return -10.35%
1-Month Return -0.46%
3-Month Return 11.85%
1-Year Return 11.85%
3-Year Return 2.49%
5-Year Return 3.31%
10-Year Return N/A
RENTX expense ratio is N/A.

RENTX holdings

Top 10 Holdings (62.49% of Total Assets)

Name Symbol % Assets
Crown Castle International Corp CCI 11.22%
Equinix Inc EQIX 8.61%
Alexandria Real Estate Equities Inc ARE 8.47%
Duke Realty Corp DRE 7.42%
Sun Communities Inc SUI 7.26%
CoreSite Realty Corp COR 4.30%
CubeSmart CUBE 4.03%
Sunstone Hotel Investors Inc SHO 3.78%
Healthcare Trust of America Inc HTA 3.75%
Digital Realty Trust Inc DLR 3.65%

Other relevant RENTX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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