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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$18.54
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets354.83M
Vanguard Real Estate Index Investor
Price$29.90
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets63.79B
PHRIX vs VGSIX Comparison Chart in %
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PHRIX vs. VGSIX commentary
Jul 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: 63.8B vs. PHRIX (355M). VGSIX pays higher dividends than PHRIX: VGSIX (3.75) vs PHRIX (2.19). PHRIX was incepted earlier than VGSIX: PHRIX (19 years) vs VGSIX (29 years). PHRIX (1.10) is less costly to investors than VGSIX (0.27). PHRIX is a more actively managed with annual turnover of: 36.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than PHRIX: VGSIX (0) vs PHRIX (100000). VGSIX annual gain was more profitable for investors over the last year : 3.67 vs. PHRIX (-2.22). VGSIX return over 5 years is better than : 36.88 vs. PHRIX (9.80).
| PHRIX | VGSIX | PHRIX / VGSIX | |
| Total Expense Ratio | 0.99 | 0.27 | 367% |
| Annual Report Gross Expense Ratio | 1.10 | 0.27 | 407% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | -0.041 | 2.580 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 63.8B | 1% |
| Annual Yield % from dividends | 2.19 | 3.75 | 58% |
| Returns for 1 year | -2.22 | 3.67 | -60% |
| Returns for 3 years | -9.49 | 11.21 | -85% |
| Returns for 5 years | 9.80 | 36.88 | 27% |
| Returns for 10 years | -43.63 | 58.90 | -74% |
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