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MXSFX vs VRTPX
MXSFX vs VRTPX Comparison
Open Charts MXSFX vs VRTPX
MXSFX vs VRTPX Comparison Chart in %
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MXSFX vs. VRTPX commentary
Jun 24, 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 MXSFX is a Hold and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.5B vs. MXSFX (1.42B). VRTPX pays higher dividends than MXSFX: VRTPX (3.57) vs MXSFX (2.49). MXSFX was incepted earlier than VRTPX: MXSFX (11 years) vs VRTPX (9 years). MXSFX (0.31) is less costly to investors than VRTPX (0.08). VRTPX is a more actively managed with annual turnover of: 3.00 vs. MXSFX (2.00). MXSFX has a lower initial minimum investment than VRTPX: MXSFX (0) vs VRTPX (100000000). MXSFX annual gain was more profitable for investors over the last year : 17.53 vs. VRTPX (10.22). VRTPX return over 5 years is better than : 13.15 vs. MXSFX (10.47).
| MXSFX | VRTPX | MXSFX / VRTPX | |
| Total Expense Ratio | 0.30 | 0.08 | 375% |
| Annual Report Gross Expense Ratio | 0.31 | 0.08 | 388% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 14.165 | 10.343 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 10.5B | 13% |
| Annual Yield % from dividends | 2.49 | 3.57 | 70% |
| Returns for 1 year | 17.53 | 10.22 | 172% |
| Returns for 3 years | 35.17 | 36.21 | 97% |
| Returns for 5 years | 10.47 | 13.15 | 80% |
| Returns for 10 years | 21.21 | N/A | - |
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