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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 03, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SMEFX (1.14B). 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 : 33.01 vs. SMEFX (11.91). VRTIX return over 5 years is better than : 34.10 vs. SMEFX (2.60).
| 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 | 14.973 | 18.455 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 18.6B | 6% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 11.91 | 33.01 | 36% |
| Returns for 3 years | 32.08 | 48.81 | 66% |
| Returns for 5 years | 2.60 | 34.10 | 8% |
| Returns for 10 years | 40.41 | 154.24 | 26% |
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