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IYSMX vs VRTIX
IYSMX vs VRTIX Comparison
Open Charts IYSMX vs VRTIX
IYSMX vs VRTIX Comparison Chart in %
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IYSMX 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 IYSMX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. IYSMX (372M). VRTIX pays higher dividends than IYSMX: VRTIX (1.12) vs IYSMX (0.10). IYSMX was incepted earlier than VRTIX: IYSMX (14 years) vs VRTIX (16 years). IYSMX (1.57) is less costly to investors than VRTIX (0.05). IYSMX is a more actively managed with annual turnover of: 22.00 vs. VRTIX (14.00). IYSMX has a lower initial minimum investment than VRTIX: IYSMX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. IYSMX (24.49). VRTIX return over 5 years is better than : 34.10 vs. IYSMX (-8.29).
| IYSMX | VRTIX | IYSMX / VRTIX | |
| Total Expense Ratio | 1.39 | 0.05 | 2,780% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 16.673 | 18.455 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 18.6B | 2% |
| Annual Yield % from dividends | 0.10 | 1.12 | 9% |
| Returns for 1 year | 24.49 | 33.01 | 74% |
| Returns for 3 years | 46.64 | 48.81 | 96% |
| Returns for 5 years | -8.29 | 34.10 | -24% |
| Returns for 10 years | 31.89 | 154.24 | 21% |
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