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PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$18.96
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets362.97M
Vanguard Real Estate Index Investor
Price$30.15
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets63.57B
PHRAX vs VGSIX Comparison Chart
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PHRAX vs. VGSIX commentary
Jun 13, 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 Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. PHRAX (363M). VGSIX pays higher dividends than PHRAX: VGSIX (3.92) vs PHRAX (1.86). PHRAX was incepted earlier than VGSIX: PHRAX (30 years) vs VGSIX (29 years). PHRAX (1.37) is less costly to investors than VGSIX (0.27). PHRAX is a more actively managed with annual turnover of: 36.00 vs. VGSIX (7.00). 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 : 12.16 vs. PHRAX (7.26). VGSIX return over 5 years is better than : 34.38 vs. PHRAX (8.21).
| PHRAX | VGSIX | PHRAX / VGSIX | |
| Total Expense Ratio | 1.24 | 0.27 | 459% |
| Annual Report Gross Expense Ratio | 1.37 | 0.27 | 507% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 0.968 | 2.267 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 63.6B | 1% |
| Annual Yield % from dividends | 1.86 | 3.92 | 47% |
| Returns for 1 year | 7.26 | 12.16 | 60% |
| Returns for 3 years | -4.83 | 15.55 | -31% |
| Returns for 5 years | 8.21 | 34.38 | 24% |
| Returns for 10 years | -42.02 | 62.79 | -67% |
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