Interact to see
Advertisement
Advertisement
PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$18.81
Change-$0.15 (-0.79%)
VolumeN/A
Net Assets360.89M
Vanguard Real Estate Index Investor
Price$29.86
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets63.57B
PHRAX vs VGSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHRAX vs. VGSIX commentary
Jun 16, 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 PHRAX is a Buy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. PHRAX (361M). VGSIX pays higher dividends than PHRAX: VGSIX (3.92) vs PHRAX (1.86). PHRAX was incepted earlier than VGSIX: PHRAX (30 years) vs VGSIX (29 years). PHRAX (1.37) is less costly to investors than VGSIX (0.27). PHRAX is a more actively managed with annual turnover of: 36.00 vs. VGSIX (7.00). PHRAX has a lower initial minimum investment than VGSIX: PHRAX (2500) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 11.19 vs. PHRAX (6.16). VGSIX return over 5 years is better than : 33.75 vs. PHRAX (7.75).
| PHRAX | VGSIX | PHRAX / VGSIX | |
| Total Expense Ratio | 1.24 | 0.27 | 459% |
| Annual Report Gross Expense Ratio | 1.37 | 0.27 | 507% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 0.541 | 1.789 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 63.6B | 1% |
| Annual Yield % from dividends | 1.86 | 3.92 | 47% |
| Returns for 1 year | 6.16 | 11.19 | 55% |
| Returns for 3 years | -5.01 | 15.96 | -31% |
| Returns for 5 years | 7.75 | 33.75 | 23% |
| Returns for 10 years | -42.82 | 60.71 | -71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers