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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$28.50
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets6.28B
Vanguard Real Estate II Index
Price$22.01
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets9.82B
PFRSX vs VRTPX Comparison Chart in %
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PFRSX vs. VRTPX commentary
Oct 05, 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 Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. PFRSX (6.28B). VRTPX pays higher dividends than PFRSX: VRTPX (3.71) vs PFRSX (2.55). PFRSX was incepted earlier than VRTPX: PFRSX (9 years) vs VRTPX (8 years). PFRSX (0.81) is less costly to investors than VRTPX (0.08). PFRSX is a more actively managed with annual turnover of: 31.20 vs. VRTPX (4.00). 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 : -0.47 vs. PFRSX (-3.73). VRTPX return over 5 years is better than : 34.83 vs. PFRSX (27.97).
| PFRSX | VRTPX | PFRSX / VRTPX | |
| Total Expense Ratio | 0.81 | 0.08 | 1,013% |
| Annual Report Gross Expense Ratio | 0.81 | 0.08 | 1,013% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 3.439 | 5.683 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 9.82B | 64% |
| Annual Yield % from dividends | 2.55 | 3.71 | 69% |
| Returns for 1 year | -3.73 | -0.47 | 794% |
| Returns for 3 years | 19.31 | 23.96 | 81% |
| Returns for 5 years | 27.97 | 34.83 | 80% |
| Returns for 10 years | N/A | N/A | - |
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