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LISGX vs VRTIX
LISGX vs VRTIX Comparison
Open Charts LISGX vs VRTIX
LISGX vs VRTIX Comparison Chart in %
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LISGX vs. VRTIX commentary
Aug 23, 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 LISGX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. LISGX (708M). VRTIX pays higher dividends than LISGX: VRTIX (1.12) vs LISGX (0.37). LISGX was incepted earlier than VRTIX: LISGX (9 years) vs VRTIX (16 years). LISGX (0.76) is less costly to investors than VRTIX (0.05). LISGX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (14.00). LISGX has a lower initial minimum investment than VRTIX: LISGX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. LISGX (15.44). VRTIX return over 5 years is better than : 41.82 vs. LISGX (9.70).
| LISGX | VRTIX | LISGX / VRTIX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 16.807 | 22.079 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 17.5B | 4% |
| Annual Yield % from dividends | 0.37 | 1.12 | 33% |
| Returns for 1 year | 15.44 | 33.16 | 47% |
| Returns for 3 years | 29.59 | 65.02 | 46% |
| Returns for 5 years | 9.70 | 41.82 | 23% |
| Returns for 10 years | N/A | 152.08 | - |
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