Ad is loading...
CREFX vs PHRIX
CREFX vs PHRIX Comparison
Open Charts CREFX vs PHRIX
Cohen & Steers Real Estate Securities F
Price$16.32
Change-$0.31 (-1.86%)
VolumeN/A
Net Assets7.96B
Virtus Duff & Phelps Real Estate Secs I
Price$17.12
Change-$0.39 (-2.23%)
VolumeN/A
Net Assets339.12M
CREFX vs PHRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CREFX vs. PHRIX commentary
Apr 11, 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 CREFX is a Hold and PHRIX is a Hold.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 7.97B vs. PHRIX (339M). CREFX pays higher dividends than PHRIX: CREFX (2.80) vs PHRIX (2.12). CREFX was incepted earlier than PHRIX: CREFX (8 years) vs PHRIX (18 years). PHRIX (1.10) is less costly to investors than CREFX (0.75). CREFX is a more actively managed with annual turnover of: 41.00 vs. PHRIX (36.00). CREFX has a lower initial minimum investment than PHRIX: CREFX (0) vs PHRIX (100000). CREFX annual gain was more profitable for investors over the last year : 8.63 vs. PHRIX (2.95). CREFX return over 5 years is better than : 28.62 vs. PHRIX (4.66).
| CREFX | PHRIX | CREFX / PHRIX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -3.072 | -5.850 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 339M | 2,350% |
| Annual Yield % from dividends | 2.80 | 2.12 | 132% |
| Returns for 1 year | 8.63 | 2.95 | 292% |
| Returns for 3 years | -12.22 | -29.99 | 41% |
| Returns for 5 years | 28.62 | 4.66 | 613% |
| Returns for 10 years | N/A | -47.65 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...