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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
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 SMEFX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMEFX (1.23B). VRTIX pays higher dividends than SMEFX: VRTIX (1.07) 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 : 41.81 vs. SMEFX (24.07). VRTIX return over 5 years is better than : 31.53 vs. SMEFX (9.78).
| 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 | 22.240 | 20.296 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 17.5B | 7% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 24.07 | 41.81 | 58% |
| Returns for 3 years | 50.54 | 65.63 | 77% |
| Returns for 5 years | 9.78 | 31.53 | 31% |
| Returns for 10 years | 55.16 | 175.69 | 31% |
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