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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$28.75
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets6.28B
Vanguard Real Estate II Index
Price$21.61
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.42B
PFRSX vs VRTPX Comparison Chart
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PFRSX vs. VRTPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PFRSX (6.28B). VRTPX pays higher dividends than PFRSX: VRTPX (3.97) vs PFRSX (2.53). 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 : 11.79 vs. PFRSX (9.86). PFRSX (28.27) and VRTPX (28.00) have equivalent 5 years return.
| 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 | 2.540 | 1.873 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 9.42B | 67% |
| Annual Yield % from dividends | 2.53 | 3.97 | 64% |
| Returns for 1 year | 9.86 | 11.79 | 84% |
| Returns for 3 years | 3.33 | 1.94 | 171% |
| Returns for 5 years | 28.27 | 28.00 | 101% |
| Returns for 10 years | N/A | N/A | - |
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