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PHRCX vs VGSIX
PHRCX vs VGSIX Comparison
Open Charts PHRCX vs VGSIX
Virtus Duff & Phelps Real Estate Secs C
Price$18.62
Change+$0.30 (+1.64%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.69
Change+$0.50 (+1.71%)
VolumeN/A
CapitalizationN/A
PHRCX vs VGSIX Comparison Chart
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PHRCX vs. VGSIX commentary
Dec 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 StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. PHRCX (367M). 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 : 5.16 vs. PHRCX (3.25). VGSIX return over 5 years is better than : 15.56 vs. PHRCX (-8.88).
| 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 | 2.131 | 4.045 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 70.8B | 1% |
| Annual Yield % from dividends | 1.22 | 3.85 | 32% |
| Returns for 1 year | 3.25 | 5.16 | 63% |
| Returns for 3 years | -31.60 | -10.72 | 295% |
| Returns for 5 years | -8.88 | 15.56 | -57% |
| Returns for 10 years | -49.92 | 48.95 | -102% |
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