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IPSIX vs VRTIX
IPSIX vs VRTIX Comparison
Open Charts IPSIX vs VRTIX
IPSIX vs VRTIX Comparison Chart in %
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IPSIX 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 IPSIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IPSIX (415M). VRTIX pays higher dividends than IPSIX: VRTIX (1.12) vs IPSIX (1.00). IPSIX was incepted earlier than VRTIX: IPSIX (29 years) vs VRTIX (16 years). IPSIX (0.68) is less costly to investors than VRTIX (0.05). IPSIX is a more actively managed with annual turnover of: 76.00 vs. VRTIX (14.00). IPSIX has a lower initial minimum investment than VRTIX: IPSIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. IPSIX (22.92). VRTIX return over 5 years is better than : 41.82 vs. IPSIX (8.81).
| IPSIX | VRTIX | IPSIX / VRTIX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 14.410 | 22.079 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 17.5B | 2% |
| Annual Yield % from dividends | 1.00 | 1.12 | 90% |
| Returns for 1 year | 22.92 | 33.16 | 69% |
| Returns for 3 years | 37.85 | 65.02 | 58% |
| Returns for 5 years | 8.81 | 41.82 | 21% |
| Returns for 10 years | 19.79 | 152.08 | 13% |
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