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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$21.13
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
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PHRIX vs VGSIX Comparison Chart
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PHRIX vs. VGSIX commentary
Sep 21, 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: 70.5B vs. PHRIX (398M). VGSIX pays higher dividends than PHRIX: VGSIX (3.85) vs PHRIX (2.14). PHRIX was incepted earlier than VGSIX: PHRIX (18 years) vs VGSIX (28 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 : 30.65 vs. PHRIX (19.29). VGSIX return over 5 years is better than : 25.45 vs. PHRIX (-9.95).
| PHRIX | VGSIX | PHRIX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 16.658 | 12.979 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 70.5B | 1% |
| Annual Yield % from dividends | 2.14 | 3.85 | 55% |
| Returns for 1 year | 19.29 | 30.65 | 63% |
| Returns for 3 years | -12.61 | 3.36 | -375% |
| Returns for 5 years | -9.95 | 25.45 | -39% |
| Returns for 10 years | -30.01 | 86.34 | -35% |
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