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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
Aug 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 StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMEIX (1.17B). VRTIX pays higher dividends than SMEIX: VRTIX (1.12) vs SMEIX (0.00). SMEIX was incepted earlier than VRTIX: SMEIX (21 years) vs VRTIX (16 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 : 36.61 vs. SMEIX (16.06). VRTIX return over 5 years is better than : 36.93 vs. SMEIX (4.09).
| 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 | 16 years | - |
| Gain YTD | 18.187 | 21.971 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 17.5B | 7% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 16.06 | 36.61 | 44% |
| Returns for 3 years | 38.71 | 58.63 | 66% |
| Returns for 5 years | 4.09 | 36.93 | 11% |
| Returns for 10 years | 39.31 | 155.77 | 25% |
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