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PHRIX vs VGSNX
PHRIX vs VGSNX Comparison
Open Charts PHRIX vs VGSNX
Virtus Duff & Phelps Real Estate Secs I
Price$18.28
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets354.54M
Vanguard Real Estate Index Institutional
Price$19.36
Change-$0.21 (-1.07%)
VolumeN/A
Net Assets63.57B
PHRIX vs VGSNX Comparison Chart in %
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PHRIX vs. VGSNX 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 VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. PHRIX (355M). VGSNX pays higher dividends than PHRIX: VGSNX (4.08) vs PHRIX (2.11). 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 : 11.49 vs. PHRIX (5.38). VGSNX return over 5 years is better than : 40.49 vs. PHRIX (12.22).
| 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 | -0.798 | 1.116 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 63.6B | 1% |
| Annual Yield % from dividends | 2.11 | 4.08 | 52% |
| Returns for 1 year | 5.38 | 11.49 | 47% |
| Returns for 3 years | -11.84 | 7.90 | -150% |
| Returns for 5 years | 12.22 | 40.49 | 30% |
| Returns for 10 years | -40.65 | 67.15 | -61% |
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