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PHRAX vs VRTPX
PHRAX vs VRTPX Comparison
Open Charts PHRAX vs VRTPX
Virtus Duff & Phelps Real Estate Secs A
Price$18.96
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets362.97M
Vanguard Real Estate II Index
Price$21.82
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.42B
PHRAX vs VRTPX Comparison Chart
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PHRAX vs. VRTPX commentary
Jun 13, 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 (363M). VRTPX pays higher dividends than PHRAX: VRTPX (3.97) vs PHRAX (1.86). 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 : 12.93 vs. PHRAX (7.26). VRTPX return over 5 years is better than : 35.61 vs. PHRAX (8.21).
| 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 | 0.968 | 2.862 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 9.42B | 4% |
| Annual Yield % from dividends | 1.86 | 3.97 | 47% |
| Returns for 1 year | 7.26 | 12.93 | 56% |
| Returns for 3 years | -4.83 | 16.16 | -30% |
| Returns for 5 years | 8.21 | 35.61 | 23% |
| Returns for 10 years | -42.02 | N/A | - |
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