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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$17.95
Change-$0.58 (-3.13%)
VolumeN/A
Net Assets334.46M
Vanguard Real Estate II Index
Price$21.59
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets9.62B
PHRIX vs VRTPX Comparison Chart in %
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PHRIX vs. VRTPX commentary
Feb 05, 2026
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: 9.62B vs. PHRIX (334M). VRTPX pays higher dividends than PHRIX: VRTPX (3.71) vs PHRIX (2.46). 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: 17.00 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 : 3.23 vs. PHRIX (-1.76). VRTPX return over 5 years is better than : 22.64 vs. PHRIX (-3.65).
| 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 | 1.527 | 1.362 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 9.62B | 3% |
| Annual Yield % from dividends | 2.46 | 3.71 | 66% |
| Returns for 1 year | -1.76 | 3.23 | -55% |
| Returns for 3 years | -7.77 | 10.18 | -76% |
| Returns for 5 years | -3.65 | 22.64 | -16% |
| Returns for 10 years | -30.77 | N/A | - |
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