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DISIX vs VRTIX
DISIX vs VRTIX Comparison
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DISIX vs VRTIX Comparison Chart in %
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DISIX 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 DISIX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. DISIX (867M). DISIX pays higher dividends than VRTIX: DISIX (1.17) vs VRTIX (1.08). DISIX was incepted earlier than VRTIX: DISIX (10 years) vs VRTIX (16 years). DISIX (0.26) is less costly to investors than VRTIX (0.05). DISIX is a more actively managed with annual turnover of: 47.87 vs. VRTIX (14.00). DISIX has a lower initial minimum investment than VRTIX: DISIX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. DISIX (14.52). VRTIX return over 5 years is better than : 37.70 vs. DISIX (-20.00).
| DISIX | VRTIX | DISIX / VRTIX | |
| Total Expense Ratio | 0.25 | 0.05 | 500% |
| Annual Report Gross Expense Ratio | 0.26 | 0.05 | 520% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 21.526 | 20.296 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 18.6B | 5% |
| Annual Yield % from dividends | 1.17 | 1.08 | 108% |
| Returns for 1 year | 14.52 | 33.72 | 43% |
| Returns for 3 years | 4.84 | 56.10 | 9% |
| Returns for 5 years | -20.00 | 37.70 | -53% |
| Returns for 10 years | N/A | 157.61 | - |
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