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IRSIX vs VRTIX
IRSIX vs VRTIX Comparison
Open Charts IRSIX vs VRTIX
IRSIX vs VRTIX Comparison Chart in %
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IRSIX vs. VRTIX commentary
Jun 26, 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 StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IRSIX (391M). VRTIX pays higher dividends than IRSIX: VRTIX (1.07) vs IRSIX (0.98). 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 : 38.21 vs. IRSIX (21.72). VRTIX return over 5 years is better than : 29.60 vs. IRSIX (-18.70).
| 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 | 5.575 | 20.130 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 17.5B | 2% |
| Annual Yield % from dividends | 0.98 | 1.07 | 91% |
| Returns for 1 year | 21.72 | 38.21 | 57% |
| Returns for 3 years | 19.48 | 65.40 | 30% |
| Returns for 5 years | -18.70 | 29.60 | -63% |
| Returns for 10 years | 23.18 | 175.31 | 13% |
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