Interact to see
Advertisement
Advertisement
SMEAX vs VRTIX
SMEAX vs VRTIX Comparison
Open Charts SMEAX vs VRTIX
SMEAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMEAX vs. VRTIX commentary
Jun 20, 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 SMEAX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMEAX (1.22B). VRTIX pays higher dividends than SMEAX: VRTIX (1.07) vs SMEAX (0.00). SMEAX was incepted earlier than VRTIX: SMEAX (26 years) vs VRTIX (16 years). SMEAX (1.22) is less costly to investors than VRTIX (0.05). SMEAX is a more actively managed with annual turnover of: 60.00 vs. VRTIX (14.00). SMEAX has a lower initial minimum investment than VRTIX: SMEAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.22 vs. SMEAX (21.34). VRTIX return over 5 years is better than : 35.40 vs. SMEAX (3.23).
| SMEAX | VRTIX | SMEAX / VRTIX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 22.014 | 20.296 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 17.5B | 7% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 21.34 | 41.22 | 52% |
| Returns for 3 years | 40.11 | 59.42 | 68% |
| Returns for 5 years | 3.23 | 35.40 | 9% |
| Returns for 10 years | 27.78 | 168.56 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers