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CSPYX vs VRTIX
CSPYX vs VRTIX Comparison
Open Charts CSPYX vs VRTIX
CSPYX vs VRTIX Comparison Chart in %
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CSPYX vs. VRTIX commentary
Jun 20, 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 CSPYX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. CSPYX (2.65B). CSPYX (1.11) and VRTIX (1.07) have matching dividends . CSPYX was incepted earlier than VRTIX: CSPYX (9 years) vs VRTIX (16 years). CSPYX (0.20) is less costly to investors than VRTIX (0.05). CSPYX is a more actively managed with annual turnover of: 22.00 vs. VRTIX (14.00). CSPYX has a lower initial minimum investment than VRTIX: CSPYX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.22 vs. CSPYX (27.57). VRTIX return over 5 years is better than : 35.40 vs. CSPYX (-8.21).
| CSPYX | VRTIX | CSPYX / VRTIX | |
| Total Expense Ratio | 0.20 | 0.05 | 400% |
| Annual Report Gross Expense Ratio | 0.20 | 0.05 | 400% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 19.621 | 20.296 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 17.5B | 15% |
| Annual Yield % from dividends | 1.11 | 1.07 | 104% |
| Returns for 1 year | 27.57 | 41.22 | 67% |
| Returns for 3 years | 10.59 | 59.42 | 18% |
| Returns for 5 years | -8.21 | 35.40 | -23% |
| Returns for 10 years | N/A | 168.56 | - |
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