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PETAX vs VGSIX
PETAX vs VGSIX Comparison
Open Charts PETAX vs VGSIX
PIMCO Real Estate Real Return Strategy A
Price$20.94
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets503.21M
Vanguard Real Estate Index Investor
Price$29.86
Change+$0.30 (+1.01%)
VolumeN/A
Net Assets63.79B
PETAX vs VGSIX Comparison Chart in %
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PETAX vs. VGSIX commentary
Aug 05, 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: 63.8B vs. PETAX (503M). VGSIX pays higher dividends than PETAX: VGSIX (3.74) vs PETAX (2.53). 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 : 1.11 vs. PETAX (0.45). VGSIX return over 5 years is better than : 31.70 vs. PETAX (14.03).
| 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 | 0.308 | 1.719 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 63.8B | 1% |
| Annual Yield % from dividends | 2.53 | 3.74 | 68% |
| Returns for 1 year | 0.45 | 1.11 | 41% |
| Returns for 3 years | -8.42 | 3.25 | -259% |
| Returns for 5 years | 14.03 | 31.70 | 44% |
| Returns for 10 years | 38.93 | 57.33 | 68% |
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