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PHRAX vs VRTPX
PHRAX vs VRTPX Comparison
Open Charts PHRAX vs VRTPX
Virtus Duff & Phelps Real Estate Secs A
Price$18.17
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets350.58M
Vanguard Real Estate II Index
Price$20.92
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets9.54B
PHRAX vs VRTPX Comparison Chart
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PHRAX vs. VRTPX commentary
Apr 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. PHRAX (351M). VRTPX pays higher dividends than PHRAX: VRTPX (3.92) vs PHRAX (1.87). 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 (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 : 13.17 vs. PHRAX (8.63). VRTPX return over 5 years is better than : 44.22 vs. PHRAX (15.84).
| 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 | -2.987 | -1.380 | 216% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 9.54B | 4% |
| Annual Yield % from dividends | 1.87 | 3.92 | 48% |
| Returns for 1 year | 8.63 | 13.17 | 66% |
| Returns for 3 years | -28.28 | -8.98 | 315% |
| Returns for 5 years | 15.84 | 44.22 | 36% |
| Returns for 10 years | -47.38 | N/A | - |
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