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PHRIX vs VGSNX
PHRIX vs VGSNX Comparison
Open Charts PHRIX vs VGSNX
Virtus Duff & Phelps Real Estate Secs I
Price$19.01
Change-$0.21 (-1.09%)
VolumeN/A
Net Assets371.01M
Vanguard Real Estate Index Institutional
Price$20.10
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets65.71B
PHRIX vs VGSNX Comparison Chart
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PHRIX vs. VGSNX commentary
Feb 23, 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 StrongBuy and VGSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 65.7B vs. PHRIX (371M). VGSNX pays higher dividends than PHRIX: VGSNX (4.01) vs PHRIX (2.14). PHRIX was incepted earlier than VGSNX: PHRIX (18 years) vs VGSNX (21 years). PHRIX is a more actively managed with annual turnover of: 29.00 vs. VGSNX (9.00). 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 : 12.25 vs. PHRIX (8.67). VGSNX return over 5 years is better than : 11.08 vs. PHRIX (-10.21).
| PHRIX | VGSNX | PHRIX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 1.767 | 2.813 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 65.7B | 1% |
| Annual Yield % from dividends | 2.14 | 4.01 | 53% |
| Returns for 1 year | 8.67 | 12.25 | 71% |
| Returns for 3 years | -19.55 | 1.57 | -1,242% |
| Returns for 5 years | -10.21 | 11.08 | -92% |
| Returns for 10 years | -44.12 | 53.50 | -82% |
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