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PETAX vs VGSIX
PETAX vs VGSIX Comparison
Open Charts PETAX vs VGSIX
PIMCO Real Estate Real Return Strategy A
Price$20.62
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets501.29M
Vanguard Real Estate Index Investor
Price$29.24
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets65.66B
PETAX vs VGSIX Comparison Chart
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PETAX vs. VGSIX commentary
May 01, 2025
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 PETAX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. PETAX (501M). VGSIX pays higher dividends than PETAX: VGSIX (3.87) vs PETAX (2.46). PETAX was incepted earlier than VGSIX: PETAX (22 years) vs VGSIX (29 years). PETAX (6.49) is less costly to investors than VGSIX (0.27). PETAX is a more actively managed with annual turnover of: 112.00 vs. VGSIX (7.00). PETAX has a lower initial minimum investment than VGSIX: PETAX (1000) vs VGSIX (3000). PETAX annual gain was more profitable for investors over the last year : 13.25 vs. VGSIX (12.43). VGSIX return over 5 years is better than : 38.18 vs. PETAX (24.83).
| PETAX | VGSIX | PETAX / VGSIX | |
| Total Expense Ratio | 6.49 | 0.27 | 2,404% |
| Annual Report Gross Expense Ratio | 6.49 | 0.27 | 2,404% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -0.176 | -0.767 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 65.7B | 1% |
| Annual Yield % from dividends | 2.46 | 3.87 | 64% |
| Returns for 1 year | 13.25 | 12.43 | 107% |
| Returns for 3 years | -16.63 | -5.03 | 330% |
| Returns for 5 years | 24.83 | 38.18 | 65% |
| Returns for 10 years | 37.20 | 52.07 | 71% |
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