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CSDGX vs VRTIX
CSDGX vs VRTIX Comparison
Open Charts CSDGX vs VRTIX
CSDGX vs VRTIX Comparison Chart in %
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CSDGX vs. VRTIX commentary
Jul 14, 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 CSDGX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. CSDGX (116M). VRTIX pays higher dividends than CSDGX: VRTIX (1.08) vs CSDGX (0.42). CSDGX was incepted earlier than VRTIX: CSDGX (7 years) vs VRTIX (16 years). CSDGX (1.62) is less costly to investors than VRTIX (0.05). CSDGX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). CSDGX has a lower initial minimum investment than VRTIX: CSDGX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. CSDGX (10.48). VRTIX return over 5 years is better than : 37.70 vs. CSDGX (14.37).
| CSDGX | VRTIX | CSDGX / VRTIX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 12.854 | 20.296 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 18.6B | 1% |
| Annual Yield % from dividends | 0.42 | 1.08 | 39% |
| Returns for 1 year | 10.48 | 33.72 | 31% |
| Returns for 3 years | 18.14 | 56.10 | 32% |
| Returns for 5 years | 14.37 | 37.70 | 38% |
| Returns for 10 years | N/A | 157.61 | - |
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