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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
Sep 12, 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: 17.9B vs. NSMAX (126M). VRTIX pays higher dividends than NSMAX: VRTIX (1.10) 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 : 19.79 vs. NSMAX (10.38). VRTIX return over 5 years is better than : 32.22 vs. NSMAX (25.93).
| 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 | 14.294 | 17.029 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 17.9B | 1% |
| Annual Yield % from dividends | 0.39 | 1.10 | 36% |
| Returns for 1 year | 10.38 | 19.79 | 52% |
| Returns for 3 years | 41.35 | 57.69 | 72% |
| Returns for 5 years | 25.93 | 32.22 | 80% |
| Returns for 10 years | 36.77 | 148.64 | 25% |
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