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PHRCX vs VRTPX
PHRCX vs VRTPX Comparison
Open Charts PHRCX vs VRTPX
Virtus Duff & Phelps Real Estate Secs C
Price$17.59
Change+$1.08 (+6.54%)
VolumeN/A
Net Assets318.55M
Vanguard Real Estate II Index
Price$20.34
Change+$1.15 (+5.99%)
VolumeN/A
Net Assets9.54B
PHRCX vs VRTPX Comparison Chart
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PHRCX vs. VRTPX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. PHRCX (319M). VRTPX pays higher dividends than PHRCX: VRTPX (3.92) 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 (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 : -3.28 vs. PHRCX (-7.73). VRTPX return over 5 years is better than : 21.76 vs. PHRCX (-6.34).
| PHRCX | VRTPX | PHRCX / VRTPX | |
| Total Expense Ratio | 1.99 | 0.08 | 2,488% |
| Annual Report Gross Expense Ratio | 2.08 | 0.08 | 2,600% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | -11.878 | -9.536 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 9.54B | 3% |
| Annual Yield % from dividends | 1.12 | 3.92 | 29% |
| Returns for 1 year | -7.73 | -3.28 | 236% |
| Returns for 3 years | -36.77 | -18.12 | 203% |
| Returns for 5 years | -6.34 | 21.76 | -29% |
| Returns for 10 years | -55.60 | N/A | - |
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