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PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$18.73
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets367.58M
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
PHRAX vs VGSIX Comparison Chart
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PHRAX vs. VGSIX commentary
Jan 19, 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 PHRAX is a Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. PHRAX (368M). 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 : 10.40 vs. PHRAX (7.33). VGSIX return over 5 years is better than : 13.46 vs. PHRAX (-7.85).
| 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 | -0.106 | 0.675 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 64.7B | 1% |
| Annual Yield % from dividends | 1.90 | 3.85 | 49% |
| Returns for 1 year | 7.33 | 10.40 | 70% |
| Returns for 3 years | -26.52 | -7.16 | 370% |
| Returns for 5 years | -7.85 | 13.46 | -58% |
| Returns for 10 years | -48.26 | 42.92 | -112% |
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