Interact to see
Advertisement
Advertisement
PETAX vs VGSNX
PETAX vs VGSNX Comparison
Open Charts PETAX vs VGSNX
PIMCO Real Estate Real Return Strategy A
Price$20.94
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets503.21M
Vanguard Real Estate Index Institutional
Price$19.71
Change+$0.20 (+1.03%)
VolumeN/A
Net Assets63.79B
PETAX vs VGSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PETAX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. PETAX (503M). VGSNX pays higher dividends than PETAX: VGSNX (3.91) vs PETAX (2.53). PETAX was incepted earlier than VGSNX: PETAX (22 years) vs VGSNX (22 years). PETAX (6.49) is less costly to investors than VGSNX (0.11). PETAX is a more actively managed with annual turnover of: 165.00 vs. VGSNX (7.00). PETAX has a lower initial minimum investment than VGSNX: PETAX (1000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 1.28 vs. PETAX (0.45). VGSNX return over 5 years is better than : 32.78 vs. PETAX (14.03).
| 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 | 22 years | - |
| Gain YTD | 0.308 | 1.801 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 63.8B | 1% |
| Annual Yield % from dividends | 2.53 | 3.91 | 65% |
| Returns for 1 year | 0.45 | 1.28 | 35% |
| Returns for 3 years | -8.42 | 3.75 | -225% |
| Returns for 5 years | 14.03 | 32.78 | 43% |
| Returns for 10 years | 38.93 | 59.52 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement