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ASCQX vs VRTIX
ASCQX vs VRTIX Comparison
Open Charts ASCQX vs VRTIX
ASCQX vs VRTIX Comparison Chart in %
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ASCQX 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 ASCQX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. ASCQX (188M). VRTIX pays higher dividends than ASCQX: VRTIX (1.12) vs ASCQX (0.17). ASCQX was incepted earlier than VRTIX: ASCQX (27 years) vs VRTIX (16 years). ASCQX (0.65) is less costly to investors than VRTIX (0.05). ASCQX is a more actively managed with annual turnover of: 82.00 vs. VRTIX (14.00). ASCQX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. ASCQX (30.77). VRTIX return over 5 years is better than : 34.10 vs. ASCQX (17.02).
| ASCQX | VRTIX | ASCQX / VRTIX | |
| Total Expense Ratio | 0.65 | 0.05 | 1,300% |
| Annual Report Gross Expense Ratio | 0.65 | 0.05 | 1,300% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 20.726 | 18.455 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 18.6B | 1% |
| Annual Yield % from dividends | 0.17 | 1.12 | 16% |
| Returns for 1 year | 30.77 | 33.01 | 93% |
| Returns for 3 years | 47.98 | 48.81 | 98% |
| Returns for 5 years | 17.02 | 34.10 | 50% |
| Returns for 10 years | 73.83 | 154.24 | 48% |
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