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PHRIX vs VGSIX
PHRIX vs VGSIX Comparison
Open Charts PHRIX vs VGSIX
Virtus Duff & Phelps Real Estate Secs I
Price$18.72
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
PHRIX vs VGSIX Comparison Chart
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PHRIX 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 PHRIX is a Buy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. PHRIX (361M). VGSIX pays higher dividends than PHRIX: VGSIX (3.92) vs PHRIX (2.11). PHRIX was incepted earlier than VGSIX: PHRIX (18 years) vs VGSIX (29 years). PHRIX (1.10) is less costly to investors than VGSIX (0.27). PHRIX is a more actively managed with annual turnover of: 36.00 vs. VGSIX (7.00). VGSIX has a lower initial minimum investment than PHRIX: VGSIX (3000) vs PHRIX (100000). VGSIX annual gain was more profitable for investors over the last year : 11.19 vs. PHRIX (6.34). VGSIX return over 5 years is better than : 33.75 vs. PHRIX (8.95).
| PHRIX | VGSIX | PHRIX / VGSIX | |
| Total Expense Ratio | 0.99 | 0.27 | 367% |
| Annual Report Gross Expense Ratio | 1.10 | 0.27 | 407% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 0.656 | 1.789 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 63.6B | 1% |
| Annual Yield % from dividends | 2.11 | 3.92 | 54% |
| Returns for 1 year | 6.34 | 11.19 | 57% |
| Returns for 3 years | -4.43 | 15.96 | -28% |
| Returns for 5 years | 8.95 | 33.75 | 27% |
| Returns for 10 years | -41.48 | 60.71 | -68% |
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