Ad is loading...
PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$18.16
Change-$0.72 (-3.81%)
VolumeN/A
Net Assets364.5M
Vanguard Real Estate Index Investor
Price$29.28
Change-$1.01 (-3.33%)
VolumeN/A
Net Assets67.79B
PHRAX vs VGSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHRAX vs. VGSIX commentary
Apr 04, 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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 67.8B vs. PHRAX (365M). VGSIX pays higher dividends than PHRAX: VGSIX (3.87) vs PHRAX (1.87). 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 (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 : 12.80 vs. PHRAX (9.09). VGSIX return over 5 years is better than : 69.36 vs. PHRAX (34.61).
| 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 | 0.915 | 3.255 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 67.8B | 1% |
| Annual Yield % from dividends | 1.87 | 3.87 | 48% |
| Returns for 1 year | 9.09 | 12.80 | 71% |
| Returns for 3 years | -26.19 | -6.62 | 396% |
| Returns for 5 years | 34.61 | 69.36 | 50% |
| Returns for 10 years | -47.38 | 47.73 | -99% |
View a ticker or compare two or three
VS
VS
Ad is loading...