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QSMLX vs VRTIX
QSMLX vs VRTIX Comparison
Open Charts QSMLX vs VRTIX
QSMLX vs VRTIX Comparison Chart in %
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QSMLX vs. VRTIX commentary
Jun 03, 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 QSMLX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. QSMLX (367M). VRTIX pays higher dividends than QSMLX: VRTIX (1.07) vs QSMLX (0.25). QSMLX was incepted earlier than VRTIX: QSMLX (13 years) vs VRTIX (15 years). QSMLX (0.94) is less costly to investors than VRTIX (0.05). QSMLX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). QSMLX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. QSMLX (31.44). VRTIX return over 5 years is better than : 29.82 vs. QSMLX (21.92).
| QSMLX | VRTIX | QSMLX / VRTIX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 0.94 | 0.05 | 1,880% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 20.870 | 17.423 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 16.6B | 2% |
| Annual Yield % from dividends | 0.25 | 1.07 | 24% |
| Returns for 1 year | 31.44 | 40.83 | 77% |
| Returns for 3 years | 44.58 | 60.65 | 74% |
| Returns for 5 years | 21.92 | 29.82 | 73% |
| Returns for 10 years | 84.84 | 160.34 | 53% |