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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
Sep 22, 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: 17.9B vs. IRSIX (380M). VRTIX pays higher dividends than IRSIX: VRTIX (1.10) vs IRSIX (0.97). IRSIX was incepted earlier than VRTIX: IRSIX (19 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 : 16.30 vs. IRSIX (2.41). VRTIX return over 5 years is better than : 30.30 vs. IRSIX (-18.36).
| 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 | 19 years | 16 years | - |
| Gain YTD | 1.624 | 15.843 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 17.9B | 2% |
| Annual Yield % from dividends | 0.97 | 1.10 | 88% |
| Returns for 1 year | 2.41 | 16.30 | 15% |
| Returns for 3 years | 14.52 | 58.46 | 25% |
| Returns for 5 years | -18.36 | 30.30 | -61% |
| Returns for 10 years | 8.68 | 143.51 | 6% |
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