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PETAX vs VGSIX
PETAX vs VGSIX Comparison
Open Charts PETAX vs VGSIX
PIMCO Real Estate Real Return Strategy A
Price$20.79
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets527.75M
Vanguard Real Estate Index Investor
Price$29.42
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets63.57B
PETAX vs VGSIX Comparison Chart in %
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PETAX vs. VGSIX commentary
Jun 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. PETAX (528M). VGSIX pays higher dividends than PETAX: VGSIX (3.92) vs PETAX (2.49). 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: 165.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than PETAX: VGSIX (0) vs PETAX (1000). VGSIX annual gain was more profitable for investors over the last year : 10.10 vs. PETAX (8.84). VGSIX return over 5 years is better than : 39.20 vs. PETAX (23.44).
| 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 | 0.260 | 0.928 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 63.6B | 1% |
| Annual Yield % from dividends | 2.49 | 3.92 | 63% |
| Returns for 1 year | 8.84 | 10.10 | 88% |
| Returns for 3 years | -2.91 | 8.52 | -34% |
| Returns for 5 years | 23.44 | 39.20 | 60% |
| Returns for 10 years | 45.87 | 64.40 | 71% |