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PRETX vs VGSIX
PRETX vs VGSIX Comparison
Open Charts PRETX vs VGSIX
Principal Real Estate Securities R4
Price$28.47
Change+$0.10 (+0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.17
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
PRETX vs VGSIX Comparison Chart
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PRETX vs. VGSIX 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 PRETX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 68.9B vs. PRETX (6.58B). VGSIX pays higher dividends than PRETX: VGSIX (3.85) vs PRETX (2.59). PRETX was incepted earlier than VGSIX: PRETX (24 years) vs VGSIX (29 years). PRETX is a more actively managed with annual turnover of: 16.10 vs. VGSIX (9.00). PRETX has a lower initial minimum investment than VGSIX: PRETX (0) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 23.30 vs. PRETX (21.36). VGSIX return over 5 years is better than : 21.30 vs. PRETX (17.08).
| PRETX | VGSIX | PRETX / 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 | 8.985 | 9.231 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.58B | 68.9B | 10% |
| Annual Yield % from dividends | 2.59 | 3.85 | 67% |
| Returns for 1 year | 21.36 | 23.30 | 92% |
| Returns for 3 years | -6.45 | -4.16 | 155% |
| Returns for 5 years | 17.08 | 21.30 | 80% |
| Returns for 10 years | 58.37 | 63.63 | 92% |
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