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IRSIX vs VRTIX
IRSIX vs VRTIX Comparison
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IRSIX vs VRTIX Comparison Chart in %
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IRSIX vs. VRTIX commentary
Jul 20, 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 IRSIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. IRSIX (400M). VRTIX pays higher dividends than IRSIX: VRTIX (1.08) vs IRSIX (0.95). IRSIX was incepted earlier than VRTIX: IRSIX (18 years) vs VRTIX (16 years). IRSIX (1.11) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. IRSIX (11.00). IRSIX has a lower initial minimum investment than VRTIX: IRSIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 31.89 vs. IRSIX (16.75). VRTIX return over 5 years is better than : 39.46 vs. IRSIX (-12.21).
| IRSIX | VRTIX | IRSIX / VRTIX | |
| Total Expense Ratio | 0.93 | 0.05 | 1,860% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 5.652 | 19.683 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 18.6B | 2% |
| Annual Yield % from dividends | 0.95 | 1.08 | 88% |
| Returns for 1 year | 16.75 | 31.89 | 53% |
| Returns for 3 years | 10.19 | 51.74 | 20% |
| Returns for 5 years | -12.21 | 39.46 | -31% |
| Returns for 10 years | 15.74 | 157.34 | 10% |
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