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PHRCX vs VGSIX
PHRCX vs VGSIX Comparison
Open Charts PHRCX vs VGSIX
Virtus Duff & Phelps Real Estate Secs C
Price$19.03
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets375.05M
Vanguard Real Estate Index Investor
Price$30.16
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets64.7B
PHRCX vs VGSIX Comparison Chart
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PHRCX vs. VGSIX commentary
Jan 26, 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 StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. PHRCX (375M). VGSIX pays higher dividends than PHRCX: VGSIX (3.85) vs PHRCX (1.22). PHRCX was incepted earlier than VGSIX: PHRCX (22 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 : 10.63 vs. PHRCX (7.20). VGSIX return over 5 years is better than : 13.82 vs. PHRCX (-11.01).
| PHRCX | VGSIX | PHRCX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 0.852 | 1.823 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 64.7B | 1% |
| Annual Yield % from dividends | 1.22 | 3.85 | 32% |
| Returns for 1 year | 7.20 | 10.63 | 68% |
| Returns for 3 years | -24.71 | -3.09 | 799% |
| Returns for 5 years | -11.01 | 13.82 | -80% |
| Returns for 10 years | -52.64 | 41.40 | -127% |