Interact to see
Advertisement
Advertisement
HNVRX vs VRTIX
HNVRX vs VRTIX Comparison
Open Charts HNVRX vs VRTIX
HNVRX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNVRX vs. VRTIX commentary
Aug 03, 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 HNVRX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. HNVRX (2.51B). VRTIX pays higher dividends than HNVRX: VRTIX (1.12) vs HNVRX (0.53). HNVRX was incepted earlier than VRTIX: HNVRX (10 years) vs VRTIX (16 years). HNVRX (0.80) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. HNVRX (8.00). HNVRX has a lower initial minimum investment than VRTIX: HNVRX (1000000) vs VRTIX (5000000). HNVRX annual gain was more profitable for investors over the last year : 35.18 vs. VRTIX (33.01). VRTIX return over 5 years is better than : 34.10 vs. HNVRX (27.45).
| HNVRX | VRTIX | HNVRX / VRTIX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.80 | 0.05 | 1,600% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 28.682 | 18.455 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 18.6B | 14% |
| Annual Yield % from dividends | 0.53 | 1.12 | 48% |
| Returns for 1 year | 35.18 | 33.01 | 107% |
| Returns for 3 years | 38.62 | 48.81 | 79% |
| Returns for 5 years | 27.45 | 34.10 | 80% |
| Returns for 10 years | 110.94 | 154.24 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement