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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$21.13
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$23.50
Change-$0.08 (-0.34%)
VolumeN/A
CapitalizationN/A
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PHRIX vs VRTPX Comparison Chart
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PHRIX vs. VRTPX commentary
Sep 21, 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 PHRIX is a StrongSell and VRTPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.76B vs. PHRIX (398M). 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 : 30.91 vs. PHRIX (19.29). VRTPX return over 5 years is better than : 26.02 vs. PHRIX (-9.95).
| 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 | 16.658 | 13.186 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 9.76B | 4% |
| Annual Yield % from dividends | 2.14 | 3.98 | 54% |
| Returns for 1 year | 19.29 | 30.91 | 62% |
| Returns for 3 years | -12.61 | 3.41 | -369% |
| Returns for 5 years | -9.95 | 26.02 | -38% |
| Returns for 10 years | -30.01 | N/A | - |
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