The average market capitalization across the group is 12.66B. The market cap for tickers in the group ranges from 7.36B to 17.95B. VRTIX holds the highest valuation in this group at 17.95B. The lowest valued company is FSSZX at 7.36B.

High and low price notable news

The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was -2%, and the average quarterly price growth was 17%. VRTIX experienced the highest price growth at -0%, while FSSZX experienced the biggest fall at -0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

FSSZX vs. VRTIX commentary

Sep 05, 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 FSSZX is a StrongBuy and VRTIX is a Buy.

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FUNDAMENTALS

Fundamentals

VRTIX has more cash in the bank: 17.9B vs. FSSZX (7.36B). VRTIX pays higher dividends than FSSZX: VRTIX (1.10) vs FSSZX (0.38). FSSZX was incepted earlier than VRTIX: FSSZX (10 years) vs VRTIX (16 years). FSSZX (0.73) is less costly to investors than VRTIX (0.05). FSSZX is a more actively managed with annual turnover of: 46.00 vs. VRTIX (14.00). FSSZX has a lower initial minimum investment than VRTIX: FSSZX (0) vs VRTIX (5000000). FSSZX annual gain was more profitable for investors over the last year : 26.47 vs. VRTIX (25.15). FSSZX return over 5 years is better than : 39.54 vs. VRTIX (31.92).

	FSSZX	VRTIX	FSSZX / VRTIX
Total Expense Ratio	0.73	0.05	1,460%
Annual Report Gross Expense Ratio	0.73	0.05	1,460%
Fund Existence	10 years	16 years	-
Gain YTD	19.605	20.122	97%
Front Load	N/A	N/A	-
Min. Initial Investment	0	5000000	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	7.36B	17.9B	41%
Annual Yield % from dividends	0.38	1.10	35%
Returns for 1 year	26.47	25.15	105%
Returns for 3 years	65.98	59.73	110%
Returns for 5 years	39.54	31.92	124%
Returns for 10 years	N/A	146.97	-

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