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HSMBX vs VRTIX
HSMBX vs VRTIX Comparison
Open Charts HSMBX vs VRTIX
HSMBX vs VRTIX Comparison Chart in %
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HSMBX vs. VRTIX commentary
Jul 25, 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 HSMBX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. HSMBX (790M). VRTIX pays higher dividends than HSMBX: VRTIX (1.08) vs HSMBX (0.24). HSMBX was incepted earlier than VRTIX: HSMBX (3 years) vs VRTIX (16 years). HSMBX (1.24) is less costly to investors than VRTIX (0.05). HSMBX is a more actively managed with annual turnover of: 146.00 vs. VRTIX (14.00). HSMBX has a lower initial minimum investment than VRTIX: HSMBX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 31.01 vs. HSMBX (24.87).
| HSMBX | VRTIX | HSMBX / VRTIX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.24 | 0.05 | 2,480% |
| Fund Existence | 3 years | 16 years | - |
| Gain YTD | 17.790 | 18.800 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 18.6B | 4% |
| Annual Yield % from dividends | 0.24 | 1.08 | 22% |
| Returns for 1 year | 24.87 | 31.01 | 80% |
| Returns for 3 years | 60.51 | 51.38 | 118% |
| Returns for 5 years | N/A | 35.52 | - |
| Returns for 10 years | 317.27 | 151.97 | 209% |
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