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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$18.72
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets363.92M
Vanguard Real Estate II Index
Price$22.07
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.48B
PHRIX vs VRTPX Comparison Chart in %
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PHRIX vs. VRTPX commentary
Jul 28, 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: 9.48B vs. PHRIX (364M). VRTPX pays higher dividends than PHRIX: VRTPX (3.80) vs PHRIX (2.19). 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 : 8.32 vs. PHRIX (1.63). VRTPX return over 5 years is better than : 41.61 vs. PHRIX (11.89).
| 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 | 1.202 | 5.048 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 9.48B | 4% |
| Annual Yield % from dividends | 2.19 | 3.80 | 58% |
| Returns for 1 year | 1.63 | 8.32 | 20% |
| Returns for 3 years | -12.24 | 9.47 | -129% |
| Returns for 5 years | 11.89 | 41.61 | 29% |
| Returns for 10 years | -42.41 | N/A | - |
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