Ad is loading...
PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$17.99
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets348.12M
Vanguard Real Estate II Index
Price$20.89
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.54B
PHRIX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHRIX vs. VRTPX commentary
Apr 24, 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 Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. PHRIX (348M). VRTPX pays higher dividends than PHRIX: VRTPX (3.92) vs PHRIX (2.12). PHRIX was incepted earlier than VRTPX: PHRIX (18 years) vs VRTPX (8 years). PHRIX (1.10) is less costly to investors than VRTPX (0.08). PHRIX is a more actively managed with annual turnover of: 36.00 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 : 12.27 vs. PHRIX (7.47). VRTPX return over 5 years is better than : 43.73 vs. PHRIX (16.11).
| PHRIX | VRTPX | PHRIX / VRTPX | |
| Total Expense Ratio | 0.99 | 0.08 | 1,238% |
| Annual Report Gross Expense Ratio | 1.10 | 0.08 | 1,375% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | -3.753 | -1.710 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 9.54B | 4% |
| Annual Yield % from dividends | 2.12 | 3.92 | 54% |
| Returns for 1 year | 7.47 | 12.27 | 61% |
| Returns for 3 years | -29.70 | -11.00 | 270% |
| Returns for 5 years | 16.11 | 43.73 | 37% |
| Returns for 10 years | -46.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers