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PETAX vs VGSNX
PETAX vs VGSNX Comparison
Open Charts PETAX vs VGSNX
PIMCO Real Estate Real Return Strategy A
Price$20.79
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets527.75M
Vanguard Real Estate Index Institutional
Price$19.42
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets63.57B
PETAX vs VGSNX Comparison Chart in %
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PETAX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. PETAX (528M). VGSNX pays higher dividends than PETAX: VGSNX (4.08) vs PETAX (2.49). 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 : 10.30 vs. PETAX (8.84). VGSNX return over 5 years is better than : 40.35 vs. PETAX (23.44).
| 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 | 0.260 | 1.018 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 63.6B | 1% |
| Annual Yield % from dividends | 2.49 | 4.08 | 61% |
| Returns for 1 year | 8.84 | 10.30 | 86% |
| Returns for 3 years | -2.91 | 9.08 | -32% |
| Returns for 5 years | 23.44 | 40.35 | 58% |
| Returns for 10 years | 45.87 | 66.79 | 69% |