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CALRX vs VRTIX
CALRX vs VRTIX Comparison
Open Charts CALRX vs VRTIX
CALRX vs VRTIX Comparison Chart in %
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CALRX vs. VRTIX commentary
Sep 02, 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 CALRX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. CALRX (1.22B). VRTIX pays higher dividends than CALRX: VRTIX (1.10) vs CALRX (0.39). CALRX was incepted earlier than VRTIX: CALRX (8 years) vs VRTIX (16 years). CALRX (0.86) is less costly to investors than VRTIX (0.05). CALRX is a more actively managed with annual turnover of: 34.00 vs. VRTIX (14.00). CALRX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 26.02 vs. CALRX (-9.89). VRTIX return over 5 years is better than : 32.37 vs. CALRX (-9.38).
| CALRX | VRTIX | CALRX / VRTIX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 8.147 | 20.254 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 17.5B | 7% |
| Annual Yield % from dividends | 0.39 | 1.10 | 35% |
| Returns for 1 year | -9.89 | 26.02 | -38% |
| Returns for 3 years | 3.54 | 56.54 | 6% |
| Returns for 5 years | -9.38 | 32.37 | -29% |
| Returns for 10 years | N/A | 147.55 | - |
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