Ad is loading...
PHRAX vs VGSNX
PHRAX vs VGSNX Comparison
Open Charts PHRAX vs VGSNX
Virtus Duff & Phelps Real Estate Secs A
Price$18.16
Change-$0.72 (-3.81%)
VolumeN/A
Net Assets364.5M
Vanguard Real Estate Index Institutional
Price$19.32
Change-$0.67 (-3.35%)
VolumeN/A
Net Assets67.79B
PHRAX vs VGSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHRAX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 67.8B vs. PHRAX (365M). VGSNX pays higher dividends than PHRAX: VGSNX (4.03) vs PHRAX (1.87). PHRAX was incepted earlier than VGSNX: PHRAX (30 years) vs VGSNX (21 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 (9.00). 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 : 13.02 vs. PHRAX (9.09). VGSNX return over 5 years is better than : 70.76 vs. PHRAX (34.61).
| 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 | 21 years | - |
| Gain YTD | 0.915 | 3.286 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 67.8B | 1% |
| Annual Yield % from dividends | 1.87 | 4.03 | 46% |
| Returns for 1 year | 9.09 | 13.02 | 70% |
| Returns for 3 years | -26.19 | -6.18 | 424% |
| Returns for 5 years | 34.61 | 70.76 | 49% |
| Returns for 10 years | -47.38 | 49.75 | -95% |
View a ticker or compare two or three
VS
VS
Ad is loading...