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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$28.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets6.27B
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
PFRSX vs VRTPX Comparison Chart in %
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PFRSX vs. VRTPX commentary
Jul 07, 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 Buy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PFRSX (6.27B). VRTPX pays higher dividends than PFRSX: VRTPX (3.80) vs PFRSX (2.61). PFRSX was incepted earlier than VRTPX: PFRSX (9 years) vs VRTPX (8 years). PFRSX (0.81) is less costly to investors than VRTPX (0.08). PFRSX is a more actively managed with annual turnover of: 31.20 vs. VRTPX (4.00). 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 : 12.26 vs. PFRSX (9.34). VRTPX (35.67) and PFRSX (34.02) have equivalent 5 years return.
| PFRSX | VRTPX | PFRSX / VRTPX | |
| Total Expense Ratio | 0.81 | 0.08 | 1,013% |
| Annual Report Gross Expense Ratio | 0.81 | 0.08 | 1,013% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 3.387 | 3.096 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 9.42B | 67% |
| Annual Yield % from dividends | 2.61 | 3.80 | 69% |
| Returns for 1 year | 9.34 | 12.26 | 76% |
| Returns for 3 years | 10.67 | 9.70 | 110% |
| Returns for 5 years | 34.02 | 35.67 | 95% |
| Returns for 10 years | N/A | N/A | - |
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