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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$28.62
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets6.23B
Vanguard Real Estate II Index
Price$21.56
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets9.42B
PFRSX vs VRTPX Comparison Chart in %
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PFRSX vs. VRTPX commentary
Jul 02, 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 (6.23B). VRTPX pays higher dividends than PFRSX: VRTPX (3.80) vs PFRSX (2.61). 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 : 12.24 vs. PFRSX (7.46). VRTPX return over 5 years is better than : 35.04 vs. PFRSX (31.46).
| 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 | 1.910 | 2.620 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 9.42B | 66% |
| Annual Yield % from dividends | 2.61 | 3.80 | 69% |
| Returns for 1 year | 7.46 | 12.24 | 61% |
| Returns for 3 years | 9.09 | 9.19 | 99% |
| Returns for 5 years | 31.46 | 35.04 | 90% |
| Returns for 10 years | N/A | N/A | - |
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