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PHRIX vs VGSNX
PHRIX vs VGSNX Comparison
Open Charts PHRIX vs VGSNX
Virtus Duff & Phelps Real Estate Secs I
Price$18.42
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets339.73M
Vanguard Real Estate Index Institutional
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets64B
PHRIX vs VGSNX Comparison Chart in %
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PHRIX vs. VGSNX commentary
Nov 20, 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: 64B vs. PHRIX (340M). VGSNX pays higher dividends than PHRIX: VGSNX (3.98) vs PHRIX (2.15). 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 : -2.35 vs. PHRIX (-10.25). VGSNX return over 5 years is better than : 27.75 vs. PHRIX (-0.07).
| 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 | 0.986 | 3.041 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 64B | 1% |
| Annual Yield % from dividends | 2.15 | 3.98 | 54% |
| Returns for 1 year | -10.25 | -2.35 | 436% |
| Returns for 3 years | -5.55 | 18.24 | -30% |
| Returns for 5 years | -0.07 | 27.75 | -0% |
| Returns for 10 years | -43.90 | 59.49 | -74% |
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