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HTMIX vs VGSNX
HTMIX vs VGSNX Comparison
Open Charts HTMIX vs VGSNX
Heitman US Real Estate Secs Instl
Price$10.87
Change-$0.21 (-1.90%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Institutional
Price$21.46
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
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HTMIX vs VGSNX Comparison Chart
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HTMIX vs. VGSNX 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 VGSNX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 70.5B vs. HTMIX (1.42M). VGSNX pays higher dividends than HTMIX: VGSNX (4.01) vs HTMIX (2.82). HTMIX was incepted earlier than VGSNX: HTMIX (7 years) vs VGSNX (21 years). HTMIX is a more actively managed with annual turnover of: 150.00 vs. VGSNX (9.00). HTMIX has a lower initial minimum investment than VGSNX: HTMIX (25000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 30.91 vs. HTMIX (27.53). VGSNX return over 5 years is better than : 26.49 vs. HTMIX (8.73).
| HTMIX | VGSNX | HTMIX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 13.701 | 13.136 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42M | 70.5B | 0% |
| Annual Yield % from dividends | 2.82 | 4.01 | 70% |
| Returns for 1 year | 27.53 | 30.91 | 89% |
| Returns for 3 years | -5.76 | 3.89 | -148% |
| Returns for 5 years | 8.73 | 26.49 | 33% |
| Returns for 10 years | N/A | 89.86 | - |