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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$18.64
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets367.58M
Vanguard Real Estate Index Investor
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets64.7B
PHRIX vs VGSIX Comparison Chart
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PHRIX vs. VGSIX commentary
Jan 19, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. PHRIX (368M). 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 : 10.40 vs. PHRIX (7.40). VGSIX return over 5 years is better than : 13.46 vs. PHRIX (-6.92).
| 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 | -0.214 | 0.675 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 64.7B | 1% |
| Annual Yield % from dividends | 2.14 | 3.85 | 55% |
| Returns for 1 year | 7.40 | 10.40 | 71% |
| Returns for 3 years | -26.18 | -7.16 | 365% |
| Returns for 5 years | -6.92 | 13.46 | -51% |
| Returns for 10 years | -47.11 | 42.92 | -110% |