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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. SBRVX (401M). VRTIX pays higher dividends than SBRVX: VRTIX (1.10) 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 : 19.79 vs. SBRVX (4.97). VRTIX return over 5 years is better than : 32.22 vs. SBRVX (19.62).
| 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 | 14.391 | 17.029 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 17.9B | 2% |
| Annual Yield % from dividends | 0.29 | 1.10 | 27% |
| Returns for 1 year | 4.97 | 19.79 | 25% |
| Returns for 3 years | 34.82 | 57.69 | 60% |
| Returns for 5 years | 19.62 | 32.22 | 61% |
| Returns for 10 years | N/A | 148.64 | - |
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