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PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$20.76
Change-$0.07 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$30.92
Change-$0.16 (-0.51%)
VolumeN/A
CapitalizationN/A
PHRAX vs VGSIX Comparison Chart
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PHRAX vs. VGSIX commentary
Dec 19, 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 PHRAX is a StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. PHRAX (384M). VGSIX pays higher dividends than PHRAX: VGSIX (3.85) vs PHRAX (1.90). PHRAX was incepted earlier than VGSIX: PHRAX (30 years) vs VGSIX (29 years). PHRAX is a more actively managed with annual turnover of: 29.00 vs. VGSIX (9.00). PHRAX has a lower initial minimum investment than VGSIX: PHRAX (2500) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 9.98 vs. PHRAX (4.91). VGSIX return over 5 years is better than : 21.15 vs. PHRAX (-11.73).
| PHRAX | VGSIX | PHRAX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 14.235 | 8.355 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 70.8B | 1% |
| Annual Yield % from dividends | 1.90 | 3.85 | 49% |
| Returns for 1 year | 4.91 | 9.98 | 49% |
| Returns for 3 years | -21.87 | -6.75 | 324% |
| Returns for 5 years | -11.73 | 21.15 | -55% |
| Returns for 10 years | -41.97 | 57.19 | -73% |
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