Ad is loading...
Ad is loading...
PHRCX vs VGSIX
PHRCX vs VGSIX Comparison
Open Charts PHRCX vs VGSIX
Virtus Duff & Phelps Real Estate Secs C
Price$21.38
Change+$0.11 (+0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.99
Change+$0.26 (+0.82%)
VolumeN/A
CapitalizationN/A
PHRCX vs VGSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHRCX vs. VGSIX commentary
Nov 23, 2024
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 PHRCX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 68.9B vs. PHRCX (394M). VGSIX pays higher dividends than PHRCX: VGSIX (3.85) vs PHRCX (1.22). PHRCX was incepted earlier than VGSIX: PHRCX (21 years) vs VGSIX (29 years). PHRCX is a more actively managed with annual turnover of: 29.00 vs. VGSIX (9.00). PHRCX has a lower initial minimum investment than VGSIX: PHRCX (2500) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 26.02 vs. PHRCX (16.64). VGSIX return over 5 years is better than : 26.05 vs. PHRCX (-14.26).
| PHRCX | VGSIX | PHRCX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 16.161 | 12.105 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 68.9B | 1% |
| Annual Yield % from dividends | 1.22 | 3.85 | 32% |
| Returns for 1 year | 16.64 | 26.02 | 64% |
| Returns for 3 years | -21.08 | -1.69 | 1,245% |
| Returns for 5 years | -14.26 | 26.05 | -55% |
| Returns for 10 years | -43.11 | 66.99 | -64% |
View a ticker or compare two or three
VS
VS
Ad is loading...