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ADVGX vs VRTIX
ADVGX vs VRTIX Comparison
Open Charts ADVGX vs VRTIX
ADVGX vs VRTIX Comparison Chart in %
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ADVGX vs. VRTIX commentary
Jun 04, 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 ADVGX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. ADVGX (20.9M). VRTIX pays higher dividends than ADVGX: VRTIX (1.07) vs ADVGX (0.11). ADVGX was incepted earlier than VRTIX: ADVGX (17 years) vs VRTIX (15 years). ADVGX (1.10) is less costly to investors than VRTIX (0.05). ADVGX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (14.00). ADVGX has a lower initial minimum investment than VRTIX: ADVGX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 39.87 vs. ADVGX (20.88). VRTIX (30.59) and ADVGX (29.98) have equivalent 5 years return.
| ADVGX | VRTIX | ADVGX / VRTIX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 11.422 | 18.484 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 16.6B | 0% |
| Annual Yield % from dividends | 0.11 | 1.07 | 10% |
| Returns for 1 year | 20.88 | 39.87 | 52% |
| Returns for 3 years | 54.15 | 62.10 | 87% |
| Returns for 5 years | 29.98 | 30.59 | 98% |
| Returns for 10 years | 21.63 | 162.70 | 13% |
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