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PRERX vs VGSIX
PRERX vs VGSIX Comparison
Open Charts PRERX vs VGSIX
Principal Real Estate Securities R3
Price$27.23
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets6.29B
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
PRERX vs VGSIX Comparison Chart
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PRERX vs. VGSIX commentary
Jan 19, 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 PRERX is a Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. PRERX (6.29B). VGSIX pays higher dividends than PRERX: VGSIX (3.85) vs PRERX (2.38). PRERX was incepted earlier than VGSIX: PRERX (24 years) vs VGSIX (29 years). PRERX is a more actively managed with annual turnover of: 16.10 vs. VGSIX (9.00). PRERX has a lower initial minimum investment than VGSIX: PRERX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 10.40 vs. PRERX (7.33). VGSIX return over 5 years is better than : 13.46 vs. PRERX (8.70).
| PRERX | VGSIX | PRERX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | -0.037 | 0.675 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 64.7B | 10% |
| Annual Yield % from dividends | 2.38 | 3.85 | 62% |
| Returns for 1 year | 7.33 | 10.40 | 70% |
| Returns for 3 years | -9.59 | -7.16 | 134% |
| Returns for 5 years | 8.70 | 13.46 | 65% |
| Returns for 10 years | 34.20 | 42.92 | 80% |