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PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$20.95
Change+$0.07 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.17
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
PHRAX vs VGSIX Comparison Chart
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PHRAX 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 PHRAX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 68.9B vs. PHRAX (388M). 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 : 23.30 vs. PHRAX (16.06). VGSIX return over 5 years is better than : 21.30 vs. PHRAX (-13.41).
| 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 | 14.894 | 9.231 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 68.9B | 1% |
| Annual Yield % from dividends | 1.90 | 3.85 | 49% |
| Returns for 1 year | 16.06 | 23.30 | 69% |
| Returns for 3 years | -20.36 | -4.16 | 490% |
| Returns for 5 years | -13.41 | 21.30 | -63% |
| Returns for 10 years | -39.19 | 63.63 | -62% |
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