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PHRCX vs VRTPX
PHRCX vs VRTPX Comparison
Open Charts PHRCX vs VRTPX
Virtus Duff & Phelps Real Estate Secs C
Price$18.77
Change-$0.16 (-0.85%)
VolumeN/A
Net Assets360.89M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
PHRCX vs VRTPX Comparison Chart
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PHRCX vs. VRTPX commentary
Jun 15, 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 PHRCX is a Buy and VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PHRCX (361M). VRTPX pays higher dividends than PHRCX: VRTPX (3.97) vs PHRCX (1.12). PHRCX was incepted earlier than VRTPX: PHRCX (22 years) vs VRTPX (8 years). PHRCX (2.08) is less costly to investors than VRTPX (0.08). PHRCX is a more actively managed with annual turnover of: 36.00 vs. VRTPX (4.00). PHRCX has a lower initial minimum investment than VRTPX: PHRCX (2500) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 11.40 vs. PHRCX (5.30). VRTPX return over 5 years is better than : 34.30 vs. PHRCX (3.84).
| PHRCX | VRTPX | PHRCX / VRTPX | |
| Total Expense Ratio | 1.99 | 0.08 | 2,488% |
| Annual Report Gross Expense Ratio | 2.08 | 0.08 | 2,600% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 0.185 | 1.873 | 10% |
| Front Load | N/A | 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 | 1.12 | 3.97 | 28% |
| Returns for 1 year | 5.30 | 11.40 | 47% |
| Returns for 3 years | -7.07 | 16.03 | -44% |
| Returns for 5 years | 3.84 | 34.30 | 11% |
| Returns for 10 years | -46.95 | N/A | - |
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