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PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$18.65
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets356.77M
Vanguard Real Estate Index Investor
Price$29.88
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets63.57B
PHRAX vs VGSIX Comparison Chart in %
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PHRAX vs. VGSIX commentary
Jul 03, 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 (357M). VGSIX pays higher dividends than PHRAX: VGSIX (3.75) vs PHRAX (1.92). 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). VGSIX has a lower initial minimum investment than PHRAX: VGSIX (0) vs PHRAX (2500). VGSIX annual gain was more profitable for investors over the last year : 11.57 vs. PHRAX (3.91). VGSIX return over 5 years is better than : 34.47 vs. PHRAX (6.69).
| 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 | -0.108 | 2.511 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 63.6B | 1% |
| Annual Yield % from dividends | 1.92 | 3.75 | 51% |
| Returns for 1 year | 3.91 | 11.57 | 34% |
| Returns for 3 years | -11.47 | 9.15 | -125% |
| Returns for 5 years | 6.69 | 34.47 | 19% |
| Returns for 10 years | -42.93 | 63.94 | -67% |
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