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HTMIX vs VGSIX
HTMIX vs VGSIX Comparison
Open Charts HTMIX vs VGSIX
Heitman US Real Estate Secs Instl
Price$10.87
Change-$0.21 (-1.90%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
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HTMIX vs VGSIX Comparison Chart
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HTMIX vs. VGSIX commentary
Sep 21, 2024
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 HTMIX is a StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. HTMIX (1.42M). VGSIX pays higher dividends than HTMIX: VGSIX (3.85) vs HTMIX (2.82). HTMIX was incepted earlier than VGSIX: HTMIX (7 years) vs VGSIX (28 years). HTMIX is a more actively managed with annual turnover of: 150.00 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than HTMIX: VGSIX (3000) vs HTMIX (25000). VGSIX annual gain was more profitable for investors over the last year : 30.65 vs. HTMIX (27.53). VGSIX return over 5 years is better than : 25.45 vs. HTMIX (8.73).
| HTMIX | VGSIX | HTMIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 13.701 | 12.979 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42M | 70.5B | 0% |
| Annual Yield % from dividends | 2.82 | 3.85 | 73% |
| Returns for 1 year | 27.53 | 30.65 | 90% |
| Returns for 3 years | -5.76 | 3.36 | -171% |
| Returns for 5 years | 8.73 | 25.45 | 34% |
| Returns for 10 years | N/A | 86.34 | - |
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