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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$18.80
Change+$0.15 (+0.80%)
VolumeN/A
Net Assets346.48M
Vanguard Real Estate II Index
Price$22.00
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets9.82B
PHRIX vs VRTPX Comparison Chart in %
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PHRIX vs. VRTPX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.82B vs. PHRIX (346M). VRTPX pays higher dividends than PHRIX: VRTPX (3.67) vs PHRIX (2.15). 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 : -0.01 vs. PHRIX (-6.80). VRTPX return over 5 years is better than : 34.60 vs. PHRIX (6.00).
| 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 | 1.635 | 4.715 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 9.82B | 4% |
| Annual Yield % from dividends | 2.15 | 3.67 | 59% |
| Returns for 1 year | -6.80 | -0.01 | 50,940% |
| Returns for 3 years | -11.20 | 11.52 | -97% |
| Returns for 5 years | 6.00 | 34.60 | 17% |
| Returns for 10 years | -38.48 | N/A | - |
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