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PHRAX vs VRTPX
PHRAX vs VRTPX Comparison
Open Charts PHRAX vs VRTPX
Virtus Duff & Phelps Real Estate Secs A
Price$18.65
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets356.77M
Vanguard Real Estate II Index
Price$21.62
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.42B
PHRAX vs VRTPX Comparison Chart in %
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PHRAX vs. VRTPX commentary
Jul 03, 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PHRAX (357M). VRTPX pays higher dividends than PHRAX: VRTPX (3.80) vs PHRAX (1.92). PHRAX was incepted earlier than VRTPX: PHRAX (30 years) vs VRTPX (8 years). PHRAX (1.37) is less costly to investors than VRTPX (0.08). PHRAX is a more actively managed with annual turnover of: 36.00 vs. VRTPX (4.00). PHRAX has a lower initial minimum investment than VRTPX: PHRAX (2500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 12.11 vs. PHRAX (3.91). VRTPX return over 5 years is better than : 35.42 vs. PHRAX (6.69).
| PHRAX | VRTPX | PHRAX / VRTPX | |
| Total Expense Ratio | 1.24 | 0.08 | 1,550% |
| Annual Report Gross Expense Ratio | 1.37 | 0.08 | 1,713% |
| Fund Existence | 30 years | 8 years | - |
| Gain YTD | -0.108 | 2.906 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 9.42B | 4% |
| Annual Yield % from dividends | 1.92 | 3.80 | 51% |
| Returns for 1 year | 3.91 | 12.11 | 32% |
| Returns for 3 years | -11.47 | 9.50 | -121% |
| Returns for 5 years | 6.69 | 35.42 | 19% |
| Returns for 10 years | -42.93 | N/A | - |
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