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SBHVX vs VRTIX
SBHVX vs VRTIX Comparison
Open Charts SBHVX vs VRTIX
SBHVX vs VRTIX Comparison Chart in %
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SBHVX vs. VRTIX commentary
Jun 24, 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 SBHVX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SBHVX (441M). VRTIX pays higher dividends than SBHVX: VRTIX (1.07) vs SBHVX (0.42). SBHVX was incepted earlier than VRTIX: SBHVX (13 years) vs VRTIX (16 years). SBHVX (1.01) is less costly to investors than VRTIX (0.05). SBHVX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (14.00). SBHVX has a lower initial minimum investment than VRTIX: SBHVX (250000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.81 vs. SBHVX (32.00). VRTIX return over 5 years is better than : 31.53 vs. SBHVX (24.53).
| SBHVX | VRTIX | SBHVX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 23.231 | 20.296 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 17.5B | 3% |
| Annual Yield % from dividends | 0.42 | 1.07 | 39% |
| Returns for 1 year | 32.00 | 41.81 | 77% |
| Returns for 3 years | 47.78 | 65.63 | 73% |
| Returns for 5 years | 24.53 | 31.53 | 78% |
| Returns for 10 years | 91.61 | 175.69 | 52% |
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