Interact to see
Advertisement
Advertisement
CSMDX vs VRTIX
CSMDX vs VRTIX Comparison
Open Charts CSMDX vs VRTIX
CSMDX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. VRTIX commentary
Aug 23, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. CSMDX (116M). VRTIX pays higher dividends than CSMDX: VRTIX (1.12) vs CSMDX (0.68). CSMDX was incepted earlier than VRTIX: CSMDX (9 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 : 33.16 vs. CSMDX (10.73). VRTIX return over 5 years is better than : 41.82 vs. CSMDX (15.22).
| 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 | 9 years | 16 years | - |
| Gain YTD | 13.565 | 22.079 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 17.5B | 1% |
| Annual Yield % from dividends | 0.68 | 1.12 | 61% |
| Returns for 1 year | 10.73 | 33.16 | 32% |
| Returns for 3 years | 24.14 | 65.02 | 37% |
| Returns for 5 years | 15.22 | 41.82 | 36% |
| Returns for 10 years | N/A | 152.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLNSX | 30.03 | 0.26 | +0.87% |
| Morgan Stanley Instl Glbl Concntr R6 | |||
| ANFCX | 67.45 | 0.57 | +0.85% |
| American Funds New Economy C | |||
| OANEX | 23.43 | 0.16 | +0.69% |
| Oakmark International Small Cap Instl | |||
| ESCKX | 19.17 | 0.09 | +0.47% |
| 1290 Essex Small Cap Growth R | |||
| GSPAX | 20.55 | 0.06 | +0.29% |
| Goldman Sachs US Eq Div and Premium A | |||