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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$20.68
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$30.92
Change-$0.16 (-0.51%)
VolumeN/A
CapitalizationN/A
PHRIX vs VGSIX Comparison Chart
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PHRIX vs. VGSIX commentary
Dec 18, 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 PHRIX is a StrongSell and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. PHRIX (384M). 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 : 9.98 vs. PHRIX (5.12). VGSIX return over 5 years is better than : 21.15 vs. PHRIX (-10.75).
| 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 | 14.505 | 8.355 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 70.8B | 1% |
| Annual Yield % from dividends | 2.14 | 3.85 | 55% |
| Returns for 1 year | 5.12 | 9.98 | 51% |
| Returns for 3 years | -21.36 | -6.75 | 317% |
| Returns for 5 years | -10.75 | 21.15 | -51% |
| Returns for 10 years | -40.58 | 57.19 | -71% |