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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 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 SBRVX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SBRVX (439M). VRTIX pays higher dividends than SBRVX: VRTIX (1.07) vs SBRVX (0.29). SBRVX was incepted earlier than VRTIX: SBRVX (7 years) vs VRTIX (16 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 : 41.81 vs. SBRVX (31.72). VRTIX return over 5 years is better than : 31.53 vs. SBRVX (23.58).
| 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 | 7 years | 16 years | - |
| Gain YTD | 23.159 | 20.296 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 17.5B | 3% |
| Annual Yield % from dividends | 0.29 | 1.07 | 27% |
| Returns for 1 year | 31.72 | 41.81 | 76% |
| Returns for 3 years | 47.07 | 65.63 | 72% |
| Returns for 5 years | 23.58 | 31.53 | 75% |
| Returns for 10 years | N/A | 175.69 | - |
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