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HSVRX vs VRTIX
HSVRX vs VRTIX Comparison
Open Charts HSVRX vs VRTIX
HSVRX vs VRTIX Comparison Chart in %
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HSVRX vs. VRTIX commentary
Sep 13, 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 HSVRX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. HSVRX (2.45B). VRTIX pays higher dividends than HSVRX: VRTIX (1.10) vs HSVRX (0.11). HSVRX was incepted earlier than VRTIX: HSVRX (24 years) vs VRTIX (16 years). HSVRX (1.13) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. HSVRX (8.00). HSVRX has a lower initial minimum investment than VRTIX: HSVRX (50000) vs VRTIX (5000000). HSVRX annual gain was more profitable for investors over the last year : 24.48 vs. VRTIX (19.79). VRTIX return over 5 years is better than : 32.22 vs. HSVRX (25.74).
| HSVRX | VRTIX | HSVRX / VRTIX | |
| Total Expense Ratio | 1.13 | 0.05 | 2,260% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 25.740 | 17.029 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 17.9B | 14% |
| Annual Yield % from dividends | 0.11 | 1.10 | 10% |
| Returns for 1 year | 24.48 | 19.79 | 124% |
| Returns for 3 years | 43.85 | 57.69 | 76% |
| Returns for 5 years | 25.74 | 32.22 | 80% |
| Returns for 10 years | 100.04 | 148.64 | 67% |
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