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PHRCX vs VRTPX
PHRCX vs VRTPX Comparison
Open Charts PHRCX vs VRTPX
Virtus Duff & Phelps Real Estate Secs C
Price$21.08
Change+$0.12 (+0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$22.74
Change+$0.13 (+0.57%)
VolumeN/A
CapitalizationN/A
PHRCX vs VRTPX Comparison Chart
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PHRCX vs. VRTPX commentary
Nov 14, 2024
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 StrongSell and VRTPX is a Sell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.7B vs. PHRCX (390M). VRTPX pays higher dividends than PHRCX: VRTPX (3.98) vs PHRCX (1.22). PHRCX was incepted earlier than VRTPX: PHRCX (21 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 : 24.70 vs. PHRCX (15.44). VRTPX return over 5 years is better than : 22.91 vs. PHRCX (-16.38).
| PHRCX | VRTPX | PHRCX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 14.468 | 10.417 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 9.7B | 4% |
| Annual Yield % from dividends | 1.22 | 3.98 | 31% |
| Returns for 1 year | 15.44 | 24.70 | 63% |
| Returns for 3 years | -21.63 | -3.27 | 662% |
| Returns for 5 years | -16.38 | 22.91 | -71% |
| Returns for 10 years | -43.02 | N/A | - |
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