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OSSIX vs VRTIX
OSSIX vs VRTIX Comparison
Open Charts OSSIX vs VRTIX
OSSIX vs VRTIX Comparison Chart in %
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OSSIX 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 OSSIX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. OSSIX (2.47B). VRTIX pays higher dividends than OSSIX: VRTIX (1.07) vs OSSIX (0.45). OSSIX was incepted earlier than VRTIX: OSSIX (13 years) vs VRTIX (15 years). OSSIX (0.69) is less costly to investors than VRTIX (0.05). OSSIX is a more actively managed with annual turnover of: 53.00 vs. VRTIX (14.00). OSSIX has a lower initial minimum investment than VRTIX: OSSIX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 39.87 vs. OSSIX (14.94). VRTIX return over 5 years is better than : 30.59 vs. OSSIX (18.17).
| OSSIX | VRTIX | OSSIX / VRTIX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 12.766 | 18.484 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 16.6B | 15% |
| Annual Yield % from dividends | 0.45 | 1.07 | 42% |
| Returns for 1 year | 14.94 | 39.87 | 37% |
| Returns for 3 years | 38.62 | 62.10 | 62% |
| Returns for 5 years | 18.17 | 30.59 | 59% |
| Returns for 10 years | 110.34 | 162.70 | 68% |
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