TRREX vs. VGSLX
Compare and contrast key facts about T. Rowe Price Real Estate Fund (TRREX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
TRREX is managed by T. Rowe Price. It was launched on Oct 31, 1997. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRREX or VGSLX.
Correlation
The correlation between TRREX and VGSLX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TRREX vs. VGSLX - Performance Comparison
Key characteristics
TRREX:
0.30
VGSLX:
0.88
TRREX:
0.50
VGSLX:
1.25
TRREX:
1.07
VGSLX:
1.16
TRREX:
0.08
VGSLX:
0.54
TRREX:
0.73
VGSLX:
3.01
TRREX:
7.02%
VGSLX:
4.63%
TRREX:
17.10%
VGSLX:
15.81%
TRREX:
-75.74%
VGSLX:
-74.07%
TRREX:
-55.61%
VGSLX:
-10.16%
Returns By Period
The year-to-date returns for both investments are quite close, with TRREX having a 3.74% return and VGSLX slightly higher at 3.78%. Over the past 10 years, TRREX has underperformed VGSLX with an annualized return of -6.09%, while VGSLX has yielded a comparatively higher 4.89% annualized return.
TRREX
3.74%
2.05%
-5.55%
4.50%
-13.16%
-6.09%
VGSLX
3.78%
1.29%
1.51%
13.53%
2.30%
4.89%
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TRREX vs. VGSLX - Expense Ratio Comparison
TRREX has a 0.77% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
TRREX vs. VGSLX — Risk-Adjusted Performance Rank
TRREX
VGSLX
TRREX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Real Estate Fund (TRREX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TRREX vs. VGSLX - Dividend Comparison
TRREX's dividend yield for the trailing twelve months is around 2.43%, less than VGSLX's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRREX T. Rowe Price Real Estate Fund | 2.43% | 2.52% | 2.76% | 2.66% | 1.78% | 3.33% | 2.92% | 2.91% | 2.72% | 2.28% | 2.26% | 2.23% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.71% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
TRREX vs. VGSLX - Drawdown Comparison
The maximum TRREX drawdown since its inception was -75.74%, roughly equal to the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for TRREX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
TRREX vs. VGSLX - Volatility Comparison
T. Rowe Price Real Estate Fund (TRREX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX) have volatilities of 4.11% and 4.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.