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PHRCX vs VGSIX
PHRCX vs VGSIX Comparison
Open Charts PHRCX vs VGSIX
Virtus Duff & Phelps Real Estate Secs C
Price$18.66
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets357.02M
Vanguard Real Estate Index Investor
Price$29.61
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets63.13B
PHRCX vs VGSIX Comparison Chart
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PHRCX vs. VGSIX commentary
May 10, 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 PHRCX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.1B vs. PHRCX (357M). VGSIX pays higher dividends than PHRCX: VGSIX (3.96) vs PHRCX (1.14). PHRCX was incepted earlier than VGSIX: PHRCX (22 years) vs VGSIX (29 years). PHRCX (2.08) is less costly to investors than VGSIX (0.27). PHRCX is a more actively managed with annual turnover of: 36.00 vs. VGSIX (7.00). 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 : 10.78 vs. PHRCX (6.49). VGSIX return over 5 years is better than : 41.66 vs. PHRCX (9.38).
| PHRCX | VGSIX | PHRCX / VGSIX | |
| Total Expense Ratio | 1.99 | 0.27 | 737% |
| Annual Report Gross Expense Ratio | 2.08 | 0.27 | 770% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | -1.042 | 0.324 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 63.1B | 1% |
| Annual Yield % from dividends | 1.14 | 3.96 | 29% |
| Returns for 1 year | 6.49 | 10.78 | 60% |
| Returns for 3 years | -16.30 | 6.30 | -259% |
| Returns for 5 years | 9.38 | 41.66 | 23% |
| Returns for 10 years | -48.53 | 54.68 | -89% |
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