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PETAX vs VGSNX
PETAX vs VGSNX Comparison
Open Charts PETAX vs VGSNX
PIMCO Real Estate Real Return Strategy A
Price$20.62
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets501.29M
Vanguard Real Estate Index Institutional
Price$19.30
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets65.66B
PETAX vs VGSNX Comparison Chart
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PETAX vs. VGSNX commentary
Apr 30, 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. PETAX (501M). VGSNX pays higher dividends than PETAX: VGSNX (4.03) vs PETAX (2.46). PETAX was incepted earlier than VGSNX: PETAX (22 years) vs VGSNX (21 years). PETAX (6.49) is less costly to investors than VGSNX (0.11). PETAX is a more actively managed with annual turnover of: 112.00 vs. VGSNX (7.00). PETAX has a lower initial minimum investment than VGSNX: PETAX (1000) vs VGSNX (5000000). PETAX annual gain was more profitable for investors over the last year : 13.25 vs. VGSNX (12.58). VGSNX return over 5 years is better than : 39.24 vs. PETAX (24.83).
| PETAX | VGSNX | PETAX / VGSNX | |
| Total Expense Ratio | 6.49 | 0.11 | 5,900% |
| Annual Report Gross Expense Ratio | 6.49 | 0.11 | 5,900% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | -0.176 | -0.744 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 65.7B | 1% |
| Annual Yield % from dividends | 2.46 | 4.03 | 61% |
| Returns for 1 year | 13.25 | 12.58 | 105% |
| Returns for 3 years | -16.63 | -4.58 | 363% |
| Returns for 5 years | 24.83 | 39.24 | 63% |
| Returns for 10 years | 37.20 | 54.16 | 69% |
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