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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 02, 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 Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. HSMBX (793M). 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 : 38.26 vs. HSMBX (24.21).
| 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 | 17.739 | 22.156 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 17.5B | 5% |
| Annual Yield % from dividends | 0.24 | 1.08 | 22% |
| Returns for 1 year | 24.21 | 38.26 | 63% |
| Returns for 3 years | 66.31 | 62.12 | 107% |
| Returns for 5 years | N/A | 33.57 | - |
| Returns for 10 years | 339.33 | 172.67 | 197% |
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