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SBRVX vs VRTIX
SBRVX vs VRTIX Comparison
Open Charts SBRVX vs VRTIX
SBRVX vs VRTIX Comparison Chart in %
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SBRVX 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 SBRVX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. SBRVX (426M). VRTIX pays higher dividends than SBRVX: VRTIX (1.07) vs SBRVX (0.29). SBRVX was incepted earlier than VRTIX: SBRVX (6 years) vs VRTIX (15 years). SBRVX (1.29) is less costly to investors than VRTIX (0.05). SBRVX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (14.00). SBRVX has a lower initial minimum investment than VRTIX: SBRVX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. SBRVX (30.59). VRTIX return over 5 years is better than : 29.82 vs. SBRVX (15.80).
| SBRVX | VRTIX | SBRVX / VRTIX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 18.876 | 17.423 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 426M | 16.6B | 3% |
| Annual Yield % from dividends | 0.29 | 1.07 | 27% |
| Returns for 1 year | 30.59 | 40.83 | 75% |
| Returns for 3 years | 42.18 | 60.65 | 70% |
| Returns for 5 years | 15.80 | 29.82 | 53% |
| Returns for 10 years | N/A | 160.34 | - |
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