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HTMNX vs VGSIX
HTMNX vs VGSIX Comparison
Open Charts HTMNX vs VGSIX
Heitman US Real Estate Secs I
Price$10.82
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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HTMNX vs VGSIX Comparison Chart
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HTMNX 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 HTMNX is a StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. HTMNX (1.42M). VGSIX pays higher dividends than HTMNX: VGSIX (3.85) vs HTMNX (2.67). HTMNX was incepted earlier than VGSIX: HTMNX (7 years) vs VGSIX (28 years). HTMNX is a more actively managed with annual turnover of: 150.00 vs. VGSIX (9.00). HTMNX has a lower initial minimum investment than VGSIX: HTMNX (2500) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 30.65 vs. HTMNX (27.11). VGSIX return over 5 years is better than : 25.45 vs. HTMNX (7.32).
| HTMNX | VGSIX | HTMNX / 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 | 13.356 | 12.979 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42M | 70.5B | 0% |
| Annual Yield % from dividends | 2.67 | 3.85 | 69% |
| Returns for 1 year | 27.11 | 30.65 | 88% |
| Returns for 3 years | -6.57 | 3.36 | -195% |
| Returns for 5 years | 7.32 | 25.45 | 29% |
| Returns for 10 years | N/A | 86.34 | - |