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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
Aug 23, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IIRSX (400M). IIRSX pays higher dividends than VRTIX: IIRSX (1.31) vs VRTIX (1.12). IIRSX was incepted earlier than VRTIX: IIRSX (18 years) vs VRTIX (16 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 : 33.16 vs. IIRSX (17.83). VRTIX return over 5 years is better than : 41.82 vs. IIRSX (-7.49).
| 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 | 16 years | - |
| Gain YTD | 7.434 | 22.079 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 17.5B | 2% |
| Annual Yield % from dividends | 1.31 | 1.12 | 117% |
| Returns for 1 year | 17.83 | 33.16 | 54% |
| Returns for 3 years | 22.23 | 65.02 | 34% |
| Returns for 5 years | -7.49 | 41.82 | -18% |
| Returns for 10 years | 21.65 | 152.08 | 14% |
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