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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
Jul 14, 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: 18.6B vs. SBHVX (431M). VRTIX pays higher dividends than SBHVX: VRTIX (1.08) vs SBHVX (0.40). 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 : 33.72 vs. SBHVX (20.85). VRTIX return over 5 years is better than : 37.70 vs. SBHVX (25.55).
| 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 | 21.896 | 20.296 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 18.6B | 2% |
| Annual Yield % from dividends | 0.40 | 1.08 | 37% |
| Returns for 1 year | 20.85 | 33.72 | 62% |
| Returns for 3 years | 39.25 | 56.10 | 70% |
| Returns for 5 years | 25.55 | 37.70 | 68% |
| Returns for 10 years | 77.48 | 157.61 | 49% |
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