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NSMAX vs VRTIX
NSMAX vs VRTIX Comparison
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NSMAX vs VRTIX Comparison Chart in %
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NSMAX vs. VRTIX commentary
Aug 02, 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 NSMAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. NSMAX (130M). VRTIX pays higher dividends than NSMAX: VRTIX (1.12) vs NSMAX (0.39). NSMAX was incepted earlier than VRTIX: NSMAX (20 years) vs VRTIX (16 years). NSMAX (1.35) is less costly to investors than VRTIX (0.05). NSMAX is a more actively managed with annual turnover of: 64.00 vs. VRTIX (14.00). NSMAX has a lower initial minimum investment than VRTIX: NSMAX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. NSMAX (24.16). VRTIX return over 5 years is better than : 34.10 vs. NSMAX (28.05).
| NSMAX | VRTIX | NSMAX / VRTIX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.35 | 0.05 | 2,700% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 18.840 | 18.455 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 18.6B | 1% |
| Annual Yield % from dividends | 0.39 | 1.12 | 35% |
| Returns for 1 year | 24.16 | 33.01 | 73% |
| Returns for 3 years | 41.78 | 48.81 | 86% |
| Returns for 5 years | 28.05 | 34.10 | 82% |
| Returns for 10 years | 40.35 | 154.24 | 26% |
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