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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$18.28
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets354.54M
Vanguard Real Estate Index Investor
Price$29.33
Change-$0.31 (-1.05%)
VolumeN/A
Net Assets63.57B
PHRIX vs VGSIX Comparison Chart in %
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PHRIX vs. VGSIX commentary
Jun 27, 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 Buy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. PHRIX (355M). VGSIX pays higher dividends than PHRIX: VGSIX (3.92) vs PHRIX (2.11). 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 : 11.29 vs. PHRIX (5.38). VGSIX return over 5 years is better than : 39.36 vs. PHRIX (12.22).
| 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 | -0.798 | 1.039 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 63.6B | 1% |
| Annual Yield % from dividends | 2.11 | 3.92 | 54% |
| Returns for 1 year | 5.38 | 11.29 | 48% |
| Returns for 3 years | -11.84 | 7.37 | -161% |
| Returns for 5 years | 12.22 | 39.36 | 31% |
| Returns for 10 years | -40.65 | 64.78 | -63% |
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