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PHRAX vs VRTPX
PHRAX vs VRTPX Comparison
Open Charts PHRAX vs VRTPX
Virtus Duff & Phelps Real Estate Secs A
Price$18.81
Change-$0.15 (-0.79%)
VolumeN/A
Net Assets360.89M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
PHRAX vs VRTPX Comparison Chart
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PHRAX vs. VRTPX 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 PHRAX is a Buy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PHRAX (361M). VRTPX pays higher dividends than PHRAX: VRTPX (3.97) vs PHRAX (1.86). PHRAX was incepted earlier than VRTPX: PHRAX (30 years) vs VRTPX (8 years). PHRAX (1.37) is less costly to investors than VRTPX (0.08). PHRAX is a more actively managed with annual turnover of: 36.00 vs. VRTPX (4.00). PHRAX has a lower initial minimum investment than VRTPX: PHRAX (2500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.40 vs. PHRAX (6.16). VRTPX return over 5 years is better than : 34.30 vs. PHRAX (7.75).
| PHRAX | VRTPX | PHRAX / VRTPX | |
| Total Expense Ratio | 1.24 | 0.08 | 1,550% |
| Annual Report Gross Expense Ratio | 1.37 | 0.08 | 1,713% |
| Fund Existence | 30 years | 8 years | - |
| Gain YTD | 0.541 | 1.873 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 9.42B | 4% |
| Annual Yield % from dividends | 1.86 | 3.97 | 47% |
| Returns for 1 year | 6.16 | 11.40 | 54% |
| Returns for 3 years | -5.01 | 16.03 | -31% |
| Returns for 5 years | 7.75 | 34.30 | 23% |
| Returns for 10 years | -42.82 | N/A | - |
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