Interact to see
Advertisement
Advertisement
IPSSX vs VRTIX
IPSSX vs VRTIX Comparison
Open Charts IPSSX vs VRTIX
IPSSX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IPSSX vs. VRTIX commentary
Sep 06, 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 IPSSX is a StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. IPSSX (412M). VRTIX pays higher dividends than IPSSX: VRTIX (1.10) vs IPSSX (0.26). IPSSX was incepted earlier than VRTIX: IPSSX (25 years) vs VRTIX (16 years). IPSSX (0.93) is less costly to investors than VRTIX (0.05). IPSSX is a more actively managed with annual turnover of: 76.00 vs. VRTIX (14.00). IPSSX has a lower initial minimum investment than VRTIX: IPSSX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 25.15 vs. IPSSX (16.49). VRTIX return over 5 years is better than : 31.92 vs. IPSSX (1.83).
| IPSSX | VRTIX | IPSSX / VRTIX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 13.369 | 20.122 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 17.9B | 2% |
| Annual Yield % from dividends | 0.26 | 1.10 | 24% |
| Returns for 1 year | 16.49 | 25.15 | 66% |
| Returns for 3 years | 33.47 | 59.73 | 56% |
| Returns for 5 years | 1.83 | 31.92 | 6% |
| Returns for 10 years | 14.36 | 146.97 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HBLCX | 14.82 | N/A | N/A |
| Hartford Balanced Income C | |||
| IAXIX | 8.37 | N/A | N/A |
| VY® T. Rowe Price Divers Mid Cap Gr I | |||
| JSERX | 49.77 | N/A | N/A |
| JPMorgan Small Cap Equity R5 | |||
| PISMX | 13.41 | N/A | N/A |
| Principal International Sml Compny Instl | |||
| USLUX | 20.58 | -0.07 | -0.34% |
| US Global Investors Global Luxury Goods | |||