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PHRCX vs VRTPX
PHRCX vs VRTPX Comparison
Open Charts PHRCX vs VRTPX
Virtus Duff & Phelps Real Estate Secs C
Price$18.66
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets357.02M
Vanguard Real Estate II Index
Price$21.43
Change+$0.14 (+0.66%)
VolumeN/A
Net Assets9.32B
PHRCX vs VRTPX Comparison Chart
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PHRCX vs. VRTPX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. PHRCX (357M). VRTPX pays higher dividends than PHRCX: VRTPX (4.01) vs PHRCX (1.14). 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 : 11.69 vs. PHRCX (6.49). VRTPX return over 5 years is better than : 43.17 vs. PHRCX (9.38).
| 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 | -1.042 | 1.024 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 9.32B | 4% |
| Annual Yield % from dividends | 1.14 | 4.01 | 28% |
| Returns for 1 year | 6.49 | 11.69 | 56% |
| Returns for 3 years | -16.30 | 7.03 | -232% |
| Returns for 5 years | 9.38 | 43.17 | 22% |
| Returns for 10 years | -48.53 | N/A | - |
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