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CSMDX vs VRTIX
CSMDX vs VRTIX Comparison
Open Charts CSMDX vs VRTIX
CSMDX vs VRTIX Comparison Chart in %
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CSMDX vs. VRTIX commentary
Sep 13, 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 CSMDX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. CSMDX (111M). VRTIX pays higher dividends than CSMDX: VRTIX (1.10) vs CSMDX (0.69). CSMDX was incepted earlier than VRTIX: CSMDX (10 years) vs VRTIX (16 years). CSMDX (1.38) is less costly to investors than VRTIX (0.05). CSMDX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). CSMDX has a lower initial minimum investment than VRTIX: CSMDX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. CSMDX (3.19). VRTIX return over 5 years is better than : 32.22 vs. CSMDX (9.47).
| CSMDX | VRTIX | CSMDX / VRTIX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.38 | 0.05 | 2,760% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 8.519 | 17.029 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 17.9B | 1% |
| Annual Yield % from dividends | 0.69 | 1.10 | 62% |
| Returns for 1 year | 3.19 | 19.79 | 16% |
| Returns for 3 years | 19.12 | 57.69 | 33% |
| Returns for 5 years | 9.47 | 32.22 | 29% |
| Returns for 10 years | N/A | 148.64 | - |
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