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PHRCX vs VRTPX
PHRCX vs VRTPX Comparison
Open Charts PHRCX vs VRTPX
Virtus Duff & Phelps Real Estate Secs C
Price$19.03
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets375.05M
Vanguard Real Estate II Index
Price$21.81
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets9.29B
PHRCX vs VRTPX Comparison Chart
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PHRCX vs. VRTPX commentary
Jan 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 PHRCX is a StrongBuy and VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. PHRCX (375M). VRTPX pays higher dividends than PHRCX: VRTPX (3.98) vs PHRCX (1.22). PHRCX was incepted earlier than VRTPX: PHRCX (22 years) vs VRTPX (7 years). PHRCX is a more actively managed with annual turnover of: 29.00 vs. VRTPX (6.00). 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 : 10.83 vs. PHRCX (7.20). VRTPX return over 5 years is better than : 14.31 vs. PHRCX (-11.01).
| PHRCX | VRTPX | PHRCX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 0.852 | 1.821 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 9.29B | 4% |
| Annual Yield % from dividends | 1.22 | 3.98 | 31% |
| Returns for 1 year | 7.20 | 10.83 | 67% |
| Returns for 3 years | -24.71 | -3.04 | 812% |
| Returns for 5 years | -11.01 | 14.31 | -77% |
| Returns for 10 years | -52.64 | N/A | - |
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