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PETAX vs VRTPX
PETAX vs VRTPX Comparison
Open Charts PETAX vs VRTPX
PIMCO Real Estate Real Return Strategy A
Price$20.94
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets503.21M
Vanguard Real Estate II Index
Price$21.61
Change+$0.22 (+1.03%)
VolumeN/A
Net Assets9.48B
PETAX vs VRTPX Comparison Chart in %
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PETAX vs. VRTPX 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.48B vs. PETAX (503M). VRTPX pays higher dividends than PETAX: VRTPX (3.79) vs PETAX (2.53). 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 : 1.25 vs. PETAX (0.45). VRTPX return over 5 years is better than : 32.20 vs. PETAX (14.03).
| 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 | 0.308 | 1.811 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 9.48B | 5% |
| Annual Yield % from dividends | 2.53 | 3.79 | 67% |
| Returns for 1 year | 0.45 | 1.25 | 36% |
| Returns for 3 years | -8.42 | 3.30 | -256% |
| Returns for 5 years | 14.03 | 32.20 | 44% |
| Returns for 10 years | 38.93 | N/A | - |
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