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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$28.85
Change-$0.27 (-0.93%)
VolumeN/A
Net Assets6.38B
Vanguard Real Estate II Index
Price$22.02
Change-$0.21 (-0.94%)
VolumeN/A
Net Assets9.45B
PFRSX vs VRTPX Comparison Chart
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PFRSX vs. VRTPX commentary
Feb 23, 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 StrongBuy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.45B vs. PFRSX (6.38B). 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 : 12.28 vs. PFRSX (10.58). VRTPX return over 5 years is better than : 10.65 vs. PFRSX (9.97).
| 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 | 2.633 | 2.801 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.38B | 9.45B | 68% |
| Annual Yield % from dividends | 2.85 | 3.98 | 72% |
| Returns for 1 year | 10.58 | 12.28 | 86% |
| Returns for 3 years | 0.73 | 1.12 | 65% |
| Returns for 5 years | 9.97 | 10.65 | 94% |
| Returns for 10 years | N/A | N/A | - |
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