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PHRAX vs VGSIX
PHRAX vs VGSIX Comparison
Open Charts PHRAX vs VGSIX
Virtus Duff & Phelps Real Estate Secs A
Price$18.69
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets358.63M
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
PHRAX vs VGSIX Comparison Chart in %
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PHRAX vs. VGSIX commentary
Jul 07, 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 (359M). VGSIX pays higher dividends than PHRAX: VGSIX (3.75) vs PHRAX (1.92). 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 : 12.01 vs. PHRAX (4.58). VGSIX return over 5 years is better than : 35.11 vs. PHRAX (7.21).
| 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 | 0.375 | 2.993 | 13% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 63.6B | 1% |
| Annual Yield % from dividends | 1.92 | 3.75 | 51% |
| Returns for 1 year | 4.58 | 12.01 | 38% |
| Returns for 3 years | -11.04 | 9.66 | -114% |
| Returns for 5 years | 7.21 | 35.11 | 21% |
| Returns for 10 years | -42.95 | 63.80 | -67% |
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