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SMEIX vs VRTIX
SMEIX vs VRTIX Comparison
Open Charts SMEIX vs VRTIX
SMEIX vs VRTIX Comparison Chart in %
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SMEIX vs. VRTIX commentary
Jun 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 SMEIX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMEIX (1.19B). VRTIX pays higher dividends than SMEIX: VRTIX (1.07) vs SMEIX (0.00). SMEIX was incepted earlier than VRTIX: SMEIX (21 years) vs VRTIX (15 years). SMEIX (0.89) is less costly to investors than VRTIX (0.05). SMEIX is a more actively managed with annual turnover of: 60.00 vs. VRTIX (14.00). SMEIX has a lower initial minimum investment than VRTIX: SMEIX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 36.92 vs. SMEIX (18.77). VRTIX return over 5 years is better than : 27.37 vs. SMEIX (4.03).
| SMEIX | VRTIX | SMEIX / VRTIX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 18.576 | 18.074 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 17.5B | 7% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 18.77 | 36.92 | 51% |
| Returns for 3 years | 41.19 | 55.92 | 74% |
| Returns for 5 years | 4.03 | 27.37 | 15% |
| Returns for 10 years | 44.10 | 165.31 | 27% |
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