The average market capitalization across the group is 8.79B. The market cap for tickers in the group ranges from 71.46M to 17.5B. VRTIX holds the highest valuation in this group at 17.5B. The lowest valued company is CRMSX at 71.46M.

High and low price notable news

The average weekly price growth across all stocks in the group was -3%. For the same group, the average monthly price growth was -3%, and the average quarterly price growth was 17%. VRTIX experienced the highest price growth at -3%, while CRMSX experienced the biggest fall at -3%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

CRMSX vs. VRTIX commentary

Sep 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 CRMSX is a Hold and VRTIX is a Hold.

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FUNDAMENTALS

Fundamentals

VRTIX has more cash in the bank: 17.5B vs. CRMSX (71.5M). VRTIX pays higher dividends than CRMSX: VRTIX (1.10) vs CRMSX (0.84). CRMSX was incepted earlier than VRTIX: CRMSX (31 years) vs VRTIX (16 years). CRMSX (1.31) is less costly to investors than VRTIX (0.05). CRMSX is a more actively managed with annual turnover of: 38.00 vs. VRTIX (14.00). CRMSX has a lower initial minimum investment than VRTIX: CRMSX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 24.56 vs. CRMSX (9.96). VRTIX return over 5 years is better than : 29.78 vs. CRMSX (-8.64).

	CRMSX	VRTIX	CRMSX / VRTIX
Total Expense Ratio	1.31	0.05	2,620%
Annual Report Gross Expense Ratio	1.31	0.05	2,620%
Fund Existence	31 years	16 years	-
Gain YTD	15.962	18.168	88%
Front Load	N/A	N/A	-
Min. Initial Investment	2500	5000000	0%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	71.5M	17.5B	0%
Annual Yield % from dividends	0.84	1.10	76%
Returns for 1 year	9.96	24.56	41%
Returns for 3 years	18.54	53.83	34%
Returns for 5 years	-8.64	29.78	-29%
Returns for 10 years	-8.59	143.26	-6%

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