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PETPX vs VGSIX
PETPX vs VGSIX Comparison
Open Charts PETPX vs VGSIX
PIMCO Real Estate Real Return StrategyI2
Price$24.89
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets501.29M
Vanguard Real Estate Index Investor
Price$29.39
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets65.66B
PETPX vs VGSIX Comparison Chart
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PETPX 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 PETPX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. PETPX (501M). VGSIX pays higher dividends than PETPX: VGSIX (3.87) vs PETPX (2.28). 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: 112.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than PETPX: VGSIX (3000) vs PETPX (1000000). PETPX annual gain was more profitable for investors over the last year : 13.58 vs. VGSIX (12.43). VGSIX return over 5 years is better than : 38.18 vs. PETPX (30.14).
| 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 | -0.026 | -0.767 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 65.7B | 1% |
| Annual Yield % from dividends | 2.28 | 3.87 | 59% |
| Returns for 1 year | 13.58 | 12.43 | 109% |
| Returns for 3 years | -14.88 | -5.03 | 296% |
| Returns for 5 years | 30.14 | 38.18 | 79% |
| Returns for 10 years | 45.10 | 52.07 | 87% |