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MMSIX vs VRTIX
MMSIX vs VRTIX Comparison
Open Charts MMSIX vs VRTIX
MMSIX vs VRTIX Comparison Chart in %
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MMSIX 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 MMSIX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. MMSIX (235M). VRTIX pays higher dividends than MMSIX: VRTIX (1.12) vs MMSIX (0.72). MMSIX was incepted earlier than VRTIX: MMSIX (19 years) vs VRTIX (16 years). MMSIX (0.42) is less costly to investors than VRTIX (0.05). MMSIX is a more actively managed with annual turnover of: 34.84 vs. VRTIX (14.00). MMSIX has a lower initial minimum investment than VRTIX: MMSIX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. MMSIX (15.68). VRTIX return over 5 years is better than : 41.82 vs. MMSIX (14.65).
| MMSIX | VRTIX | MMSIX / VRTIX | |
| Total Expense Ratio | 0.42 | 0.05 | 840% |
| Annual Report Gross Expense Ratio | 0.42 | 0.05 | 840% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 19.267 | 22.079 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 17.5B | 1% |
| Annual Yield % from dividends | 0.72 | 1.12 | 65% |
| Returns for 1 year | 15.68 | 33.16 | 47% |
| Returns for 3 years | 43.13 | 65.02 | 66% |
| Returns for 5 years | 14.65 | 41.82 | 35% |
| Returns for 10 years | 42.29 | 152.08 | 28% |
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