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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$18.64
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets367.58M
Vanguard Real Estate II Index
Price$21.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.29B
PHRIX vs VRTPX Comparison Chart
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PHRIX vs. VRTPX commentary
Jan 19, 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 PHRIX is a Hold and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. PHRIX (368M). VRTPX pays higher dividends than PHRIX: VRTPX (3.98) vs PHRIX (2.14). PHRIX was incepted earlier than VRTPX: PHRIX (18 years) vs VRTPX (7 years). PHRIX is a more actively managed with annual turnover of: 29.00 vs. VRTPX (6.00). PHRIX has a lower initial minimum investment than VRTPX: PHRIX (100000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 10.58 vs. PHRIX (7.40). VRTPX return over 5 years is better than : 13.89 vs. PHRIX (-6.92).
| PHRIX | VRTPX | PHRIX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | -0.214 | 0.654 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 9.29B | 4% |
| Annual Yield % from dividends | 2.14 | 3.98 | 54% |
| Returns for 1 year | 7.40 | 10.58 | 70% |
| Returns for 3 years | -26.18 | -7.16 | 366% |
| Returns for 5 years | -6.92 | 13.89 | -50% |
| Returns for 10 years | -47.11 | N/A | - |
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