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CREFX vs PHRIX
CREFX vs PHRIX Comparison
Open Charts CREFX vs PHRIX
Cohen & Steers Real Estate Securities F
Price$17.78
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets8.03B
Virtus Duff & Phelps Real Estate Secs I
Price$18.72
Change-$0.15 (-0.79%)
VolumeN/A
Net Assets360.89M
CREFX vs PHRIX Comparison Chart
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CREFX vs. PHRIX commentary
Jun 16, 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 CREFX is a Hold and PHRIX is a Buy.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.03B vs. PHRIX (361M). CREFX (2.20) and PHRIX (2.11) have matching dividends . CREFX was incepted earlier than PHRIX: CREFX (8 years) vs PHRIX (18 years). PHRIX (1.10) is less costly to investors than CREFX (0.75). PHRIX (36.00) and CREFX (35.00) have comparable annual turnover. CREFX has a lower initial minimum investment than PHRIX: CREFX (0) vs PHRIX (100000). CREFX annual gain was more profitable for investors over the last year : 10.73 vs. PHRIX (6.34). CREFX return over 5 years is better than : 33.66 vs. PHRIX (8.95).
| CREFX | PHRIX | CREFX / PHRIX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.631 | 0.656 | 553% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 361M | 2,224% |
| Annual Yield % from dividends | 2.20 | 2.11 | 104% |
| Returns for 1 year | 10.73 | 6.34 | 169% |
| Returns for 3 years | 16.97 | -4.43 | -383% |
| Returns for 5 years | 33.66 | 8.95 | 376% |
| Returns for 10 years | N/A | -41.48 | - |
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