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PHRAX vs VGSNX
PHRAX vs VGSNX Comparison
Open Charts PHRAX vs VGSNX
Virtus Duff & Phelps Real Estate Secs A
Price$18.65
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets356.77M
Vanguard Real Estate Index Institutional
Price$19.72
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets63.57B
PHRAX vs VGSNX Comparison Chart in %
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PHRAX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. PHRAX (357M). VGSNX pays higher dividends than PHRAX: VGSNX (3.92) vs PHRAX (1.92). PHRAX was incepted earlier than VGSNX: PHRAX (30 years) vs VGSNX (22 years). PHRAX (1.37) is less costly to investors than VGSNX (0.11). PHRAX is a more actively managed with annual turnover of: 36.00 vs. VGSNX (7.00). PHRAX has a lower initial minimum investment than VGSNX: PHRAX (2500) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 11.71 vs. PHRAX (3.91). VGSNX return over 5 years is better than : 35.55 vs. PHRAX (6.69).
| PHRAX | VGSNX | PHRAX / VGSNX | |
| Total Expense Ratio | 1.24 | 0.11 | 1,127% |
| Annual Report Gross Expense Ratio | 1.37 | 0.11 | 1,245% |
| Fund Existence | 30 years | 22 years | - |
| Gain YTD | -0.108 | 2.584 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 63.6B | 1% |
| Annual Yield % from dividends | 1.92 | 3.92 | 49% |
| Returns for 1 year | 3.91 | 11.71 | 33% |
| Returns for 3 years | -11.47 | 9.68 | -118% |
| Returns for 5 years | 6.69 | 35.55 | 19% |
| Returns for 10 years | -42.93 | 66.33 | -65% |
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