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PGRVX vs SFREX
PGRVX vs SFREX Comparison
Open Charts PGRVX vs SFREX
Principal Global Real Estate Sec R4
Price$9.69
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Schwab Fundamental Global Real Estt Idx
Price$9.65
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
PGRVX vs SFREX Comparison Chart
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PGRVX vs. SFREX commentary
Nov 18, 2024
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 PGRVX is a StrongBuy and SFREX is a Sell.
FUNDAMENTALS
Fundamentals
PGRVX has more cash in the bank: 1.81B vs. SFREX (78.4M). SFREX pays higher dividends than PGRVX: SFREX (3.71) vs PGRVX (2.39). PGRVX was incepted earlier than SFREX: PGRVX (9 years) vs SFREX (10 years). SFREX is a more actively managed with annual turnover of: 32.00 vs. PGRVX (24.30). PGRVX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 19.10 vs. PGRVX (16.55). PGRVX return over 5 years is better than : -2.76 vs. SFREX (-5.15).
| PGRVX | SFREX | PGRVX / SFREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 4.644 | 7.099 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 78.4M | 2,311% |
| Annual Yield % from dividends | 2.39 | 3.71 | 64% |
| Returns for 1 year | 16.55 | 19.10 | 87% |
| Returns for 3 years | -13.77 | -12.14 | 113% |
| Returns for 5 years | -2.76 | -5.15 | 54% |
| Returns for 10 years | N/A | 26.79 | - |
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