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IIRSX vs VRTIX
IIRSX vs VRTIX Comparison
Open Charts IIRSX vs VRTIX
IIRSX vs VRTIX Comparison Chart in %
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IIRSX vs. VRTIX commentary
Jun 04, 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 IIRSX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. IIRSX (383M). IIRSX pays higher dividends than VRTIX: IIRSX (1.32) vs VRTIX (1.07). IIRSX was incepted earlier than VRTIX: IIRSX (18 years) vs VRTIX (15 years). IIRSX (0.61) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. IIRSX (11.00). IIRSX has a lower initial minimum investment than VRTIX: IIRSX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. IIRSX (25.69). VRTIX return over 5 years is better than : 29.82 vs. IIRSX (-14.65).
| IIRSX | VRTIX | IIRSX / VRTIX | |
| Total Expense Ratio | 0.43 | 0.05 | 860% |
| Annual Report Gross Expense Ratio | 0.61 | 0.05 | 1,220% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.063 | 17.423 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 16.6B | 2% |
| Annual Yield % from dividends | 1.32 | 1.07 | 123% |
| Returns for 1 year | 25.69 | 40.83 | 63% |
| Returns for 3 years | 19.92 | 60.65 | 33% |
| Returns for 5 years | -14.65 | 29.82 | -49% |
| Returns for 10 years | 26.65 | 160.34 | 17% |
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