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IRCIX vs VRTIX
IRCIX vs VRTIX Comparison
Open Charts IRCIX vs VRTIX
IRCIX vs VRTIX Comparison Chart in %
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IRCIX vs. VRTIX commentary
Jul 07, 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 IRCIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IRCIX (403M). VRTIX pays higher dividends than IRCIX: VRTIX (1.08) vs IRCIX (0.98). IRCIX was incepted earlier than VRTIX: IRCIX (17 years) vs VRTIX (16 years). IRCIX (1.01) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. IRCIX (11.00). IRCIX has a lower initial minimum investment than VRTIX: IRCIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.70 vs. IRCIX (18.11). VRTIX return over 5 years is better than : 35.43 vs. IRCIX (-14.19).
| IRCIX | VRTIX | IRCIX / VRTIX | |
| Total Expense Ratio | 0.83 | 0.05 | 1,660% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 6.690 | 21.019 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 17.5B | 2% |
| Annual Yield % from dividends | 0.98 | 1.08 | 91% |
| Returns for 1 year | 18.11 | 33.70 | 54% |
| Returns for 3 years | 18.53 | 62.65 | 30% |
| Returns for 5 years | -14.19 | 35.43 | -40% |
| Returns for 10 years | 20.97 | 165.36 | 13% |
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