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PHRCX vs VGSNX
PHRCX vs VGSNX Comparison
Open Charts PHRCX vs VGSNX
Virtus Duff & Phelps Real Estate Secs C
Price$18.66
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets357.02M
Vanguard Real Estate Index Institutional
Price$19.55
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets63.13B
PHRCX vs VGSNX Comparison Chart
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PHRCX vs. VGSNX 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.1B vs. PHRCX (357M). VGSNX pays higher dividends than PHRCX: VGSNX (4.13) vs PHRCX (1.14). 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 (7.00). 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 : 10.94 vs. PHRCX (6.49). VGSNX return over 5 years is better than : 42.81 vs. PHRCX (9.38).
| 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 | -1.042 | 0.341 | -306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 63.1B | 1% |
| Annual Yield % from dividends | 1.14 | 4.13 | 28% |
| Returns for 1 year | 6.49 | 10.94 | 59% |
| Returns for 3 years | -16.30 | 6.78 | -240% |
| Returns for 5 years | 9.38 | 42.81 | 22% |
| Returns for 10 years | -48.53 | 56.83 | -85% |
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