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SMERX vs VRTIX
SMERX vs VRTIX Comparison
Open Charts SMERX vs VRTIX
SMERX vs VRTIX Comparison Chart in %
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SMERX 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 SMERX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMERX (1.23B). VRTIX pays higher dividends than SMERX: VRTIX (1.07) vs SMERX (0.00). SMERX was incepted earlier than VRTIX: SMERX (24 years) vs VRTIX (16 years). SMERX (1.47) is less costly to investors than VRTIX (0.05). SMERX is a more actively managed with annual turnover of: 60.00 vs. VRTIX (14.00). SMERX has a lower initial minimum investment than VRTIX: SMERX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.81 vs. SMERX (19.35). VRTIX return over 5 years is better than : 31.53 vs. SMERX (-5.49).
| SMERX | VRTIX | SMERX / VRTIX | |
| Total Expense Ratio | 1.47 | 0.05 | 2,940% |
| Annual Report Gross Expense Ratio | 1.47 | 0.05 | 2,940% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 21.969 | 20.296 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| 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 | 19.35 | 41.81 | 46% |
| Returns for 3 years | 39.18 | 65.63 | 60% |
| Returns for 5 years | -5.49 | 31.53 | -17% |
| Returns for 10 years | 18.69 | 175.69 | 11% |
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