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PHRAX vs VRTPX
PHRAX vs VRTPX Comparison
Open Charts PHRAX vs VRTPX
Virtus Duff & Phelps Real Estate Secs A
Price$18.73
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets367.58M
Vanguard Real Estate II Index
Price$21.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.29B
PHRAX vs VRTPX Comparison Chart
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PHRAX vs. VRTPX commentary
Jan 19, 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 Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. PHRAX (368M). VRTPX pays higher dividends than PHRAX: VRTPX (3.98) vs PHRAX (1.90). PHRAX was incepted earlier than VRTPX: PHRAX (30 years) vs VRTPX (7 years). PHRAX is a more actively managed with annual turnover of: 29.00 vs. VRTPX (6.00). 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 : 10.58 vs. PHRAX (7.33). VRTPX return over 5 years is better than : 13.89 vs. PHRAX (-7.85).
| PHRAX | VRTPX | PHRAX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 7 years | - |
| Gain YTD | -0.106 | 0.654 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 9.29B | 4% |
| Annual Yield % from dividends | 1.90 | 3.98 | 48% |
| Returns for 1 year | 7.33 | 10.58 | 69% |
| Returns for 3 years | -26.52 | -7.16 | 370% |
| Returns for 5 years | -7.85 | 13.89 | -57% |
| Returns for 10 years | -48.26 | N/A | - |
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