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PHRIX vs VGSNX
PHRIX vs VGSNX Comparison
Open Charts PHRIX vs VGSNX
Virtus Duff & Phelps Real Estate Secs I
Price$18.54
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets354.83M
Vanguard Real Estate Index Institutional
Price$19.73
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets63.79B
PHRIX vs VGSNX Comparison Chart in %
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PHRIX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. PHRIX (355M). VGSNX pays higher dividends than PHRIX: VGSNX (3.92) vs PHRIX (2.19). PHRIX was incepted earlier than VGSNX: PHRIX (19 years) vs VGSNX (22 years). PHRIX (1.10) is less costly to investors than VGSNX (0.11). PHRIX is a more actively managed with annual turnover of: 36.00 vs. VGSNX (7.00). PHRIX has a lower initial minimum investment than VGSNX: PHRIX (100000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 3.82 vs. PHRIX (-2.22). VGSNX return over 5 years is better than : 37.98 vs. PHRIX (9.80).
| PHRIX | VGSNX | PHRIX / VGSNX | |
| Total Expense Ratio | 0.99 | 0.11 | 900% |
| Annual Report Gross Expense Ratio | 1.10 | 0.11 | 1,000% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | -0.041 | 2.636 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 63.8B | 1% |
| Annual Yield % from dividends | 2.19 | 3.92 | 56% |
| Returns for 1 year | -2.22 | 3.82 | -58% |
| Returns for 3 years | -9.49 | 11.72 | -81% |
| Returns for 5 years | 9.80 | 37.98 | 26% |
| Returns for 10 years | -43.63 | 61.11 | -71% |
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