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AIBBX vs VRTIX
AIBBX vs VRTIX Comparison
Open Charts AIBBX vs VRTIX
AIBBX vs VRTIX Comparison Chart in %
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AIBBX vs. VRTIX commentary
Aug 03, 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 AIBBX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. AIBBX (97.9M). VRTIX pays higher dividends than AIBBX: VRTIX (1.12) vs AIBBX (0.23). AIBBX was incepted earlier than VRTIX: AIBBX (11 years) vs VRTIX (16 years). AIBBX (0.91) is less costly to investors than VRTIX (0.05). AIBBX is a more actively managed with annual turnover of: 25.00 vs. VRTIX (14.00). AIBBX has a lower initial minimum investment than VRTIX: AIBBX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. AIBBX (16.28). VRTIX return over 5 years is better than : 34.10 vs. AIBBX (8.69).
| AIBBX | VRTIX | AIBBX / VRTIX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 16.349 | 18.455 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.9M | 18.6B | 1% |
| Annual Yield % from dividends | 0.23 | 1.12 | 21% |
| Returns for 1 year | 16.28 | 33.01 | 49% |
| Returns for 3 years | 20.40 | 48.81 | 42% |
| Returns for 5 years | 8.69 | 34.10 | 25% |
| Returns for 10 years | 70.06 | 154.24 | 45% |
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