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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$18.28
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets354.54M
Vanguard Real Estate II Index
Price$21.22
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets9.42B
PHRIX vs VRTPX Comparison Chart in %
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PHRIX vs. VRTPX commentary
Jun 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PHRIX (355M). VRTPX pays higher dividends than PHRIX: VRTPX (3.97) vs PHRIX (2.11). PHRIX was incepted earlier than VRTPX: PHRIX (19 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 (4.00). 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 : 11.46 vs. PHRIX (5.38). VRTPX return over 5 years is better than : 39.94 vs. PHRIX (12.22).
| 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 | 19 years | 8 years | - |
| Gain YTD | -0.798 | 1.118 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 9.42B | 4% |
| Annual Yield % from dividends | 2.11 | 3.97 | 53% |
| Returns for 1 year | 5.38 | 11.46 | 47% |
| Returns for 3 years | -11.84 | 7.40 | -160% |
| Returns for 5 years | 12.22 | 39.94 | 31% |
| Returns for 10 years | -40.65 | N/A | - |
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