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PETAX vs VRTPX
PETAX vs VRTPX Comparison
Open Charts PETAX vs VRTPX
PIMCO Real Estate Real Return Strategy A
Price$20.79
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets527.75M
Vanguard Real Estate II Index
Price$21.29
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets9.42B
PETAX vs VRTPX Comparison Chart in %
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PETAX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PETAX (528M). VRTPX pays higher dividends than PETAX: VRTPX (3.97) vs PETAX (2.49). PETAX was incepted earlier than VRTPX: PETAX (22 years) vs VRTPX (8 years). PETAX (6.49) is less costly to investors than VRTPX (0.08). PETAX is a more actively managed with annual turnover of: 165.00 vs. VRTPX (4.00). PETAX has a lower initial minimum investment than VRTPX: PETAX (1000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.65 vs. PETAX (8.84). VRTPX return over 5 years is better than : 40.24 vs. PETAX (23.44).
| PETAX | VRTPX | PETAX / VRTPX | |
| Total Expense Ratio | 6.49 | 0.08 | 8,113% |
| Annual Report Gross Expense Ratio | 6.49 | 0.08 | 8,113% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 0.260 | 1.335 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 9.42B | 6% |
| Annual Yield % from dividends | 2.49 | 3.97 | 63% |
| Returns for 1 year | 8.84 | 10.65 | 83% |
| Returns for 3 years | -2.91 | 8.90 | -33% |
| Returns for 5 years | 23.44 | 40.24 | 58% |
| Returns for 10 years | 45.87 | N/A | - |
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