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PETAX vs VRTPX
PETAX vs VRTPX Comparison
Open Charts PETAX vs VRTPX
PIMCO Real Estate Real Return Strategy A
Price$20.62
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets501.29M
Vanguard Real Estate II Index
Price$21.16
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets9.54B
PETAX vs VRTPX Comparison Chart
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PETAX vs. VRTPX commentary
May 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. PETAX (501M). VRTPX pays higher dividends than PETAX: VRTPX (3.92) vs PETAX (2.46). 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: 112.00 vs. VRTPX (4.00). PETAX has a lower initial minimum investment than VRTPX: PETAX (1000) vs VRTPX (100000000). PETAX (13.25) and VRTPX (13.17) have marching annual gain over last year. VRTPX return over 5 years is better than : 39.37 vs. PETAX (24.83).
| 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 | -0.176 | -0.249 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 9.54B | 5% |
| Annual Yield % from dividends | 2.46 | 3.92 | 63% |
| Returns for 1 year | 13.25 | 13.17 | 101% |
| Returns for 3 years | -16.63 | -4.56 | 365% |
| Returns for 5 years | 24.83 | 39.37 | 63% |
| Returns for 10 years | 37.20 | N/A | - |
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