Interact to see
Advertisement
Advertisement
PHRIX vs VRTPX
PHRIX vs VRTPX Comparison
Open Charts PHRIX vs VRTPX
Virtus Duff & Phelps Real Estate Secs I
Price$18.72
Change-$0.15 (-0.79%)
VolumeN/A
Net Assets360.89M
Vanguard Real Estate II Index
Price$21.61
Change-$0.21 (-0.96%)
VolumeN/A
Net Assets9.42B
PHRIX vs VRTPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHRIX vs. VRTPX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. PHRIX (361M). VRTPX pays higher dividends than PHRIX: VRTPX (3.97) vs PHRIX (2.11). PHRIX was incepted earlier than VRTPX: PHRIX (18 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 : 11.40 vs. PHRIX (6.34). VRTPX return over 5 years is better than : 34.30 vs. PHRIX (8.95).
| 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 | 18 years | 8 years | - |
| Gain YTD | 0.656 | 1.873 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 9.42B | 4% |
| Annual Yield % from dividends | 2.11 | 3.97 | 53% |
| Returns for 1 year | 6.34 | 11.40 | 56% |
| Returns for 3 years | -4.43 | 16.03 | -28% |
| Returns for 5 years | 8.95 | 34.30 | 26% |
| Returns for 10 years | -41.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RAPCX | 10.88 | 0.05 | +0.46% |
| Cohen & Steers Real Assets C | |||
| SPINX | 20.24 | -0.23 | -1.12% |
| SEI S&P 500 Index A (SIIT) | |||
| RICCX | 60.13 | -0.69 | -1.13% |
| American Funds Invmt Co of Amer R3 | |||
| BRWUX | 25.45 | -0.36 | -1.39% |
| MFS Blended Research Growth Eq R4 | |||
| QSMRX | 18.76 | -0.37 | -1.93% |
| AQR Small Cap Momentum Style R6 | |||