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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$19.01
Change-$0.21 (-1.09%)
VolumeN/A
Net Assets371.01M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
PHRIX vs VGSIX Comparison Chart
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PHRIX vs. VGSIX commentary
Feb 23, 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 PHRIX is a StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. PHRIX (371M). VGSIX pays higher dividends than PHRIX: VGSIX (3.85) vs PHRIX (2.14). PHRIX was incepted earlier than VGSIX: PHRIX (18 years) vs VGSIX (29 years). PHRIX is a more actively managed with annual turnover of: 29.00 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than PHRIX: VGSIX (3000) vs PHRIX (100000). VGSIX annual gain was more profitable for investors over the last year : 12.09 vs. PHRIX (8.67). VGSIX return over 5 years is better than : 10.22 vs. PHRIX (-10.21).
| PHRIX | VGSIX | PHRIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 1.767 | 2.802 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 65.7B | 1% |
| Annual Yield % from dividends | 2.14 | 3.85 | 55% |
| Returns for 1 year | 8.67 | 12.09 | 72% |
| Returns for 3 years | -19.55 | 1.12 | -1,750% |
| Returns for 5 years | -10.21 | 10.22 | -100% |
| Returns for 10 years | -44.12 | 51.35 | -86% |