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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
Jul 14, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. LISGX (715M). VRTIX pays higher dividends than LISGX: VRTIX (1.08) 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 : 33.72 vs. LISGX (18.75). VRTIX return over 5 years is better than : 37.70 vs. LISGX (6.17).
| 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 | 16.307 | 20.296 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 18.6B | 4% |
| Annual Yield % from dividends | 0.37 | 1.08 | 34% |
| Returns for 1 year | 18.75 | 33.72 | 56% |
| Returns for 3 years | 24.82 | 56.10 | 44% |
| Returns for 5 years | 6.17 | 37.70 | 16% |
| Returns for 10 years | N/A | 157.61 | - |
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