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PETPX vs VGSIX
PETPX vs VGSIX Comparison
Open Charts PETPX vs VGSIX
PIMCO Real Estate Real Return StrategyI2
Price$25.01
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets503.21M
Vanguard Real Estate Index Investor
Price$29.63
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets63.79B
PETPX vs VGSIX Comparison Chart in %
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PETPX vs. VGSIX commentary
Jul 09, 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 PETPX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. PETPX (503M). VGSIX pays higher dividends than PETPX: VGSIX (3.75) vs PETPX (2.32). PETPX was incepted earlier than VGSIX: PETPX (17 years) vs VGSIX (29 years). PETPX (6.19) is less costly to investors than VGSIX (0.27). PETPX is a more actively managed with annual turnover of: 165.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than PETPX: VGSIX (0) vs PETPX (1000000). VGSIX annual gain was more profitable for investors over the last year : 10.53 vs. PETPX (9.13). VGSIX return over 5 years is better than : 37.67 vs. PETPX (27.52).
| PETPX | VGSIX | PETPX / VGSIX | |
| Total Expense Ratio | 6.19 | 0.27 | 2,293% |
| Annual Report Gross Expense Ratio | 6.19 | 0.27 | 2,293% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 1.635 | 2.064 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 63.8B | 1% |
| Annual Yield % from dividends | 2.32 | 3.75 | 62% |
| Returns for 1 year | 9.13 | 10.53 | 87% |
| Returns for 3 years | 0.77 | 9.49 | 8% |
| Returns for 5 years | 27.52 | 37.67 | 73% |
| Returns for 10 years | 49.68 | 59.87 | 83% |