VanEck Rare Earth/Strategic Metals vs Viasat — how do they compare? VanEck Rare Earth/Strategic Metals trades at $76.08, while Viasat trades at $72.01 (market cap $10.71B). The key difference: Viasat is trading nearer its 52-week high, VanEck Rare Earth/Strategic Metals nearer its low. Which is the better fit depends on your goals.
| REMX | VSAT | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $109.53 | $89.81 |
52-Week Low | $57.35 | $28.41 |
Market Cap | — | $10.71B |
Enterprise Value | — | $15.90B |
Signals from Pluang's Aura AI — not financial advice
REMX trades at $76.72, up 1.4% today, but technical indicators show a bearish trend with moving averages signaling caution. The ETF faces high volatility (~50% annualized) and significant portfolio turnover, making it unsuitable for conservative investors. Recent news highlights institutional interest with Bank of America increasing its stake by 72.1% in the latest quarter (Defense World, August 14, 2026).
The outlook for REMX is mixed—geopolitical tensions and U.S. efforts to secure rare earth supply chains offer long-term potential, but high volatility and China-dependent holdings pose risks. Investors should weigh strategic exposure against the ETF's aggressive risk profile and monitor tariff policies impacting the sector.
VSAT trades at $77.75, up 3.23% today, with a neutral technical signal. The company reported mixed Q2 2026 earnings, missing EPS estimates, but Q1 and Q4 2025 beat expectations. Revenue for 2025 was $4.52B with a net loss of $574.96M, though 2026 projections show improved profitability. Analyst consensus is balanced with 40% buy and 40% hold ratings. Recent news highlights the ViaSat-3 F3 satellite entering service in Asia-Pacific and new government contracts, signaling growth potential in satellite communications.
The outlook for VSAT is cautiously optimistic, driven by satellite deployment and government deals, but execution risks and competition from players like Starlink pose challenges. Investors should weigh the potential for revenue growth and margin improvement against high debt levels and ongoing losses. Near-term price action may hinge on Q3 2026 earnings and ViaSat-3 commercialization progress.
Trailing returns across standard periods
REMX invests in global companies involved in producing, refining, and recycling rare earth and strategic metals. It provides targeted exposure to critical minerals used in high-tech and green energy, with top holdings like Albemarle and Pilbara Minerals.
Read more on REMX →Viasat provides satellite communications and connectivity services for aviation, maritime, government, enterprise, and consumer markets. Its network combines satellite and ground infrastructure to deliver connectivity in remote and mobile environments.
Read more on VSAT →