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PHRCX vs VGSNX
PHRCX vs VGSNX Comparison
Open Charts PHRCX vs VGSNX
Virtus Duff & Phelps Real Estate Secs C
Price$17.59
Change+$1.08 (+6.54%)
VolumeN/A
Net Assets318.55M
Vanguard Real Estate Index Institutional
Price$18.55
Change+$1.04 (+5.94%)
VolumeN/A
Net Assets65.66B
PHRCX vs VGSNX Comparison Chart
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PHRCX vs. VGSNX commentary
Apr 11, 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. PHRCX (319M). VGSNX pays higher dividends than PHRCX: VGSNX (4.03) vs PHRCX (1.12). PHRCX was incepted earlier than VGSNX: PHRCX (22 years) vs VGSNX (21 years). PHRCX (2.08) is less costly to investors than VGSNX (0.11). PHRCX is a more actively managed with annual turnover of: 36.00 vs. VGSNX (9.00). PHRCX has a lower initial minimum investment than VGSNX: PHRCX (2500) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : -3.26 vs. PHRCX (-7.73). VGSNX return over 5 years is better than : 22.30 vs. PHRCX (-6.34).
| PHRCX | VGSNX | PHRCX / VGSNX | |
| Total Expense Ratio | 1.99 | 0.11 | 1,809% |
| Annual Report Gross Expense Ratio | 2.08 | 0.11 | 1,891% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | -11.878 | -9.528 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 65.7B | 0% |
| Annual Yield % from dividends | 1.12 | 4.03 | 28% |
| Returns for 1 year | -7.73 | -3.26 | 237% |
| Returns for 3 years | -36.77 | -17.72 | 208% |
| Returns for 5 years | -6.34 | 22.30 | -28% |
| Returns for 10 years | -55.60 | 36.25 | -153% |
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