FZIPX
Price
$17.73
Change
+$0.14 (+0.80%)
Updated
Sep 11 closing price
Net Assets
2.69B
VRTIX
Price
$447.00
Change
+$2.04 (+0.46%)
Updated
Sep 11 closing price
Net Assets
17.95B
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FZIPX vs VRTIX

FZIPX vs VRTIX Comparison Chart in %
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FZIPX vs. VRTIX commentary
Sep 12, 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 FZIPX is a Buy and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. FZIPX (2.69B). VRTIX pays higher dividends than FZIPX: VRTIX (1.10) vs FZIPX (1.04). FZIPX was incepted earlier than VRTIX: FZIPX (8 years) vs VRTIX (16 years). VRTIX (0.05) is less costly to investors than FZIPX (0.00). VRTIX is a more actively managed with annual turnover of: 14.00 vs. FZIPX (3.00). FZIPX has a lower initial minimum investment than VRTIX: FZIPX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. FZIPX (18.13). FZIPX return over 5 years is better than : 38.35 vs. VRTIX (32.22).
FZIPXVRTIXFZIPX / VRTIX
Total Expense Ratio0.000.05-
Annual Report Gross Expense Ratio0.000.05-
Fund Existence8 years16 years-
Gain YTD16.25917.02995%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.69B17.9B15%
Annual Yield % from dividends1.041.1095%
Returns for 1 year18.1319.7992%
Returns for 3 years61.0957.69106%
Returns for 5 years38.3532.22119%
Returns for 10 yearsN/A148.64-
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