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PHRCX vs VGSIX
PHRCX vs VGSIX Comparison
Open Charts PHRCX vs VGSIX
Virtus Duff & Phelps Real Estate Secs C
Price$21.08
Change+$0.12 (+0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$31.45
Change+$0.17 (+0.54%)
VolumeN/A
CapitalizationN/A
PHRCX vs VGSIX Comparison Chart
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PHRCX vs. VGSIX commentary
Nov 14, 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 StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 68.9B vs. PHRCX (390M). 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 : 24.46 vs. PHRCX (15.44). VGSIX return over 5 years is better than : 22.39 vs. PHRCX (-16.38).
| 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 | 14.468 | 10.212 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 68.9B | 1% |
| Annual Yield % from dividends | 1.22 | 3.85 | 32% |
| Returns for 1 year | 15.44 | 24.46 | 63% |
| Returns for 3 years | -21.63 | -3.30 | 656% |
| Returns for 5 years | -16.38 | 22.39 | -73% |
| Returns for 10 years | -43.02 | 66.43 | -65% |
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