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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
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. SBHVX (402M). VRTIX pays higher dividends than SBHVX: VRTIX (1.10) vs SBHVX (0.43). 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 : 16.88 vs. SBHVX (5.06). VRTIX return over 5 years is better than : 30.95 vs. SBHVX (21.11).
| 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 | 14.686 | 16.422 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 17.9B | 2% |
| Annual Yield % from dividends | 0.43 | 1.10 | 39% |
| Returns for 1 year | 5.06 | 16.88 | 30% |
| Returns for 3 years | 35.95 | 59.26 | 61% |
| Returns for 5 years | 21.11 | 30.95 | 68% |
| Returns for 10 years | 67.45 | 144.73 | 47% |
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