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SMEFX vs VRTIX
SMEFX vs VRTIX Comparison
Open Charts SMEFX vs VRTIX
SMEFX vs VRTIX Comparison Chart in %
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SMEFX vs. VRTIX commentary
Aug 23, 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 SMEFX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMEFX (1.15B). VRTIX pays higher dividends than SMEFX: VRTIX (1.12) vs SMEFX (0.00). SMEFX was incepted earlier than VRTIX: SMEFX (14 years) vs VRTIX (16 years). SMEFX (0.82) is less costly to investors than VRTIX (0.05). SMEFX is a more actively managed with annual turnover of: 60.00 vs. VRTIX (14.00). SMEFX has a lower initial minimum investment than VRTIX: SMEFX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. SMEFX (12.16). VRTIX return over 5 years is better than : 41.82 vs. SMEFX (5.74).
| SMEFX | VRTIX | SMEFX / VRTIX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 15.902 | 22.079 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 17.5B | 7% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 12.16 | 33.16 | 37% |
| Returns for 3 years | 39.72 | 65.02 | 61% |
| Returns for 5 years | 5.74 | 41.82 | 14% |
| Returns for 10 years | 36.55 | 152.08 | 24% |
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