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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
Jun 04, 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: 16.6B vs. OSCAX (2.44B). VRTIX pays higher dividends than OSCAX: VRTIX (1.07) vs OSCAX (0.28). OSCAX was incepted earlier than VRTIX: OSCAX (13 years) vs VRTIX (15 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 : 40.83 vs. OSCAX (14.53). VRTIX return over 5 years is better than : 29.82 vs. OSCAX (14.48).
| 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 | 15 years | - |
| Gain YTD | 11.192 | 17.423 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 16.6B | 15% |
| Annual Yield % from dividends | 0.28 | 1.07 | 26% |
| Returns for 1 year | 14.53 | 40.83 | 36% |
| Returns for 3 years | 34.99 | 60.65 | 58% |
| Returns for 5 years | 14.48 | 29.82 | 49% |
| Returns for 10 years | 98.90 | 160.34 | 62% |
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