PHRCX
Price
$18.74
Change
-$0.04 (-0.21%)
Updated
Jun 5 closing price
Net Assets
361.25M
VRTPX
Price
$21.50
Change
-$0.02 (-0.09%)
Updated
Jun 5 closing price
Net Assets
9.42B
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PHRCX vs VRTPX

Header iconPHRCX vs VRTPX Comparison
Open Charts PHRCX vs VRTPXBanner chart's image
Virtus Duff & Phelps Real Estate Secs C
Price$18.74
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets361.25M
Vanguard Real Estate II Index
Price$21.50
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.42B
PHRCX vs VRTPX Comparison Chart
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PHRCX vs. VRTPX commentary
Jun 06, 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 PHRCX is a Buy and VRTPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PHRCX (361M). VRTPX pays higher dividends than PHRCX: VRTPX (3.97) vs PHRCX (1.12). PHRCX was incepted earlier than VRTPX: PHRCX (22 years) vs VRTPX (8 years). PHRCX (2.08) is less costly to investors than VRTPX (0.08). PHRCX is a more actively managed with annual turnover of: 36.00 vs. VRTPX (4.00). PHRCX has a lower initial minimum investment than VRTPX: PHRCX (2500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.54 vs. PHRCX (6.42). VRTPX return over 5 years is better than : 27.47 vs. PHRCX (-0.30).
PHRCXVRTPXPHRCX / VRTPX
Total Expense Ratio1.990.082,488%
Annual Report Gross Expense Ratio2.080.082,600%
Fund Existence22 years8 years-
Gain YTD0.2391.44816%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets361M9.42B4%
Annual Yield % from dividends1.123.9728%
Returns for 1 year6.4211.5456%
Returns for 3 years-17.142.89-593%
Returns for 5 years-0.3027.47-1%
Returns for 10 years-46.38N/A-
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