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PHRAX vs VRTPX
PHRAX vs VRTPX Comparison
Open Charts PHRAX vs VRTPX
Virtus Duff & Phelps Real Estate Secs A
Price$18.16
Change-$0.72 (-3.81%)
VolumeN/A
Net Assets364.5M
Vanguard Real Estate II Index
Price$21.18
Change-$0.73 (-3.33%)
VolumeN/A
Net Assets9.79B
PHRAX vs VRTPX Comparison Chart
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PHRAX vs. VRTPX commentary
Apr 04, 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 StrongBuy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.79B vs. PHRAX (365M). 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 (9.24) and PHRAX (9.09) have marching annual gain over last year. VRTPX return over 5 years is better than : 64.43 vs. PHRAX (34.61).
| 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 | 0.915 | -0.155 | -592% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 9.79B | 4% |
| Annual Yield % from dividends | 1.87 | 3.92 | 48% |
| Returns for 1 year | 9.09 | 9.24 | 98% |
| Returns for 3 years | -26.19 | -9.73 | 269% |
| Returns for 5 years | 34.61 | 64.43 | 54% |
| Returns for 10 years | -47.38 | N/A | - |
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