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PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$18.21
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets340.35M
Vanguard Real Estate II Index
Price$21.56
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets9.49B
PHRIX vs VRTPX Comparison Chart in %
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PHRIX vs. VRTPX commentary
Aug 17, 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: 9.49B vs. PHRIX (340M). VRTPX pays higher dividends than PHRIX: VRTPX (3.79) vs PHRIX (2.22). 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 : 1.92 vs. PHRIX (-6.22). VRTPX return over 5 years is better than : 33.25 vs. PHRIX (4.10).
| 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 | -1.555 | 2.620 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 9.49B | 4% |
| Annual Yield % from dividends | 2.22 | 3.79 | 58% |
| Returns for 1 year | -6.22 | 1.92 | -325% |
| Returns for 3 years | -21.35 | -0.47 | 4,577% |
| Returns for 5 years | 4.10 | 33.25 | 12% |
| Returns for 10 years | -45.80 | N/A | - |
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