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PGRVX vs SWASX
PGRVX vs SWASX Comparison
Open Charts PGRVX vs SWASX
Principal Global Real Estate Sec R4
Price$9.69
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Schwab Global Real Estate
Price$6.50
Change+$0.01 (+0.15%)
VolumeN/A
CapitalizationN/A
PGRVX vs SWASX Comparison Chart
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PGRVX vs. SWASX 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 SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PGRVX has more cash in the bank: 1.81B vs. SWASX (300M). SWASX pays higher dividends than PGRVX: SWASX (3.36) vs PGRVX (2.39). PGRVX was incepted earlier than SWASX: PGRVX (9 years) vs SWASX (17 years). SWASX is a more actively managed with annual turnover of: 88.00 vs. PGRVX (24.30). PGRVX (0) and SWASX (0) have matching initial minimum investment requirements. PGRVX annual gain was more profitable for investors over the last year : 16.55 vs. SWASX (15.69). PGRVX return over 5 years is better than : -2.76 vs. SWASX (-6.39).
| PGRVX | SWASX | PGRVX / SWASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 4.644 | 4.469 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 300M | 604% |
| Annual Yield % from dividends | 2.39 | 3.36 | 71% |
| Returns for 1 year | 16.55 | 15.69 | 106% |
| Returns for 3 years | -13.77 | -11.78 | 117% |
| Returns for 5 years | -2.76 | -6.39 | 43% |
| Returns for 10 years | N/A | 29.66 | - |
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