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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
Sep 12, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. ADVGX (19.5M). VRTIX pays higher dividends than ADVGX: VRTIX (1.10) vs ADVGX (0.11). ADVGX was incepted earlier than VRTIX: ADVGX (17 years) vs VRTIX (16 years). ADVGX (1.10) is less costly to investors than VRTIX (0.05). ADVGX is a more actively managed with annual turnover of: 43.00 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 : 19.79 vs. ADVGX (3.63). ADVGX (33.72) and VRTIX (32.22) 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 | 16 years | - |
| Gain YTD | 16.263 | 17.029 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 17.9B | 0% |
| Annual Yield % from dividends | 0.11 | 1.10 | 10% |
| Returns for 1 year | 3.63 | 19.79 | 18% |
| Returns for 3 years | 56.95 | 57.69 | 99% |
| Returns for 5 years | 33.72 | 32.22 | 105% |
| Returns for 10 years | 24.65 | 148.64 | 17% |
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