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PETCX vs VGSIX
PETCX vs VGSIX Comparison
Open Charts PETCX vs VGSIX
PIMCO Real Estate Real Return Strategy C
Price$14.17
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets501.29M
Vanguard Real Estate Index Investor
Price$29.39
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets65.66B
PETCX vs VGSIX Comparison Chart
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PETCX vs. VGSIX 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 PETCX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. PETCX (501M). VGSIX pays higher dividends than PETCX: VGSIX (3.87) vs PETCX (3.11). PETCX was incepted earlier than VGSIX: PETCX (22 years) vs VGSIX (29 years). PETCX (7.24) is less costly to investors than VGSIX (0.27). PETCX is a more actively managed with annual turnover of: 112.00 vs. VGSIX (7.00). PETCX has a lower initial minimum investment than VGSIX: PETCX (1000) vs VGSIX (3000). VGSIX (12.43) and PETCX (12.35) have marching annual gain over last year. VGSIX return over 5 years is better than : 38.18 vs. PETCX (12.66).
| PETCX | VGSIX | PETCX / VGSIX | |
| Total Expense Ratio | 7.24 | 0.27 | 2,681% |
| Annual Report Gross Expense Ratio | 7.24 | 0.27 | 2,681% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -0.450 | -0.767 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 65.7B | 1% |
| Annual Yield % from dividends | 3.11 | 3.87 | 80% |
| Returns for 1 year | 12.35 | 12.43 | 99% |
| Returns for 3 years | -21.01 | -5.03 | 418% |
| Returns for 5 years | 12.66 | 38.18 | 33% |
| Returns for 10 years | 19.36 | 52.07 | 37% |
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