Interact to see
Advertisement
Advertisement
IYSAX vs VRTIX
IYSAX vs VRTIX Comparison
Open Charts IYSAX vs VRTIX
IYSAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSAX vs. VRTIX commentary
Aug 03, 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 IYSAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. IYSAX (372M). VRTIX pays higher dividends than IYSAX: VRTIX (1.12) vs IYSAX (0.22). IYSAX was incepted earlier than VRTIX: IYSAX (30 years) vs VRTIX (16 years). IYSAX (1.32) is less costly to investors than VRTIX (0.05). IYSAX is a more actively managed with annual turnover of: 22.00 vs. VRTIX (14.00). IYSAX has a lower initial minimum investment than VRTIX: IYSAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. IYSAX (24.78). VRTIX return over 5 years is better than : 34.10 vs. IYSAX (-7.15).
| IYSAX | VRTIX | IYSAX / VRTIX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.32 | 0.05 | 2,640% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 16.819 | 18.455 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 18.6B | 2% |
| Annual Yield % from dividends | 0.22 | 1.12 | 20% |
| Returns for 1 year | 24.78 | 33.01 | 75% |
| Returns for 3 years | 47.71 | 48.81 | 98% |
| Returns for 5 years | -7.15 | 34.10 | -21% |
| Returns for 10 years | 34.60 | 154.24 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement