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PFRSX vs VRTPX
PFRSX vs VRTPX Comparison
Open Charts PFRSX vs VRTPX
Principal Real Estate Securities Fd R6
Price$29.04
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets6.34B
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
PFRSX vs VRTPX Comparison Chart in %
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PFRSX vs. VRTPX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.48B vs. PFRSX (6.34B). 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 : 8.32 vs. PFRSX (6.10). VRTPX return over 5 years is better than : 41.61 vs. PFRSX (37.77).
| 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 | 4.575 | 5.048 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 9.48B | 67% |
| Annual Yield % from dividends | 2.61 | 3.80 | 69% |
| Returns for 1 year | 6.10 | 8.32 | 73% |
| Returns for 3 years | 9.23 | 9.47 | 97% |
| Returns for 5 years | 37.77 | 41.61 | 91% |
| Returns for 10 years | N/A | N/A | - |
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