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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$28.10
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets6.29B
Vanguard Real Estate II Index
Price$21.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.29B
PFRSX vs VRTPX Comparison Chart
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PFRSX vs. VRTPX commentary
Jan 19, 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 PFRSX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. PFRSX (6.29B). VRTPX pays higher dividends than PFRSX: VRTPX (3.98) vs PFRSX (2.85). PFRSX was incepted earlier than VRTPX: PFRSX (8 years) vs VRTPX (7 years). PFRSX is a more actively managed with annual turnover of: 16.10 vs. VRTPX (6.00). PFRSX has a lower initial minimum investment than VRTPX: PFRSX (0) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.58 vs. PFRSX (7.95). VRTPX return over 5 years is better than : 13.89 vs. PFRSX (11.93).
| PFRSX | VRTPX | PFRSX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | -0.036 | 0.654 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 9.29B | 68% |
| Annual Yield % from dividends | 2.85 | 3.98 | 72% |
| Returns for 1 year | 7.95 | 10.58 | 75% |
| Returns for 3 years | -8.01 | -7.16 | 112% |
| Returns for 5 years | 11.93 | 13.89 | 86% |
| Returns for 10 years | N/A | N/A | - |
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