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OSCAX vs VRTIX
OSCAX vs VRTIX Comparison
Open Charts OSCAX vs VRTIX
OSCAX vs VRTIX Comparison Chart in %
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OSCAX 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 OSCAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. OSCAX (2.6B). VRTIX pays higher dividends than OSCAX: VRTIX (1.08) vs OSCAX (0.26). OSCAX was incepted earlier than VRTIX: OSCAX (13 years) vs VRTIX (16 years). OSCAX (1.05) is less costly to investors than VRTIX (0.05). OSCAX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (14.00). OSCAX has a lower initial minimum investment than VRTIX: OSCAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. OSCAX (13.80). VRTIX return over 5 years is better than : 37.70 vs. OSCAX (23.39).
| OSCAX | VRTIX | OSCAX / VRTIX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 16.855 | 20.296 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 18.6B | 14% |
| Annual Yield % from dividends | 0.26 | 1.08 | 24% |
| Returns for 1 year | 13.80 | 33.72 | 41% |
| Returns for 3 years | 32.48 | 56.10 | 58% |
| Returns for 5 years | 23.39 | 37.70 | 62% |
| Returns for 10 years | 104.95 | 157.61 | 67% |
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