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SMYFX vs VRTIX
SMYFX vs VRTIX Comparison
Open Charts SMYFX vs VRTIX
SMYFX vs VRTIX Comparison Chart in %
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SMYFX 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 SMYFX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SMYFX (487M). VRTIX pays higher dividends than SMYFX: VRTIX (1.12) vs SMYFX (0.57). SMYFX was incepted earlier than VRTIX: SMYFX (12 years) vs VRTIX (16 years). SMYFX (0.98) is less costly to investors than VRTIX (0.05). SMYFX is a more actively managed with annual turnover of: 80.00 vs. VRTIX (14.00). SMYFX has a lower initial minimum investment than VRTIX: SMYFX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. SMYFX (18.61). VRTIX return over 5 years is better than : 34.10 vs. SMYFX (-3.45).
| SMYFX | VRTIX | SMYFX / VRTIX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 19.170 | 18.455 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 18.6B | 3% |
| Annual Yield % from dividends | 0.57 | 1.12 | 51% |
| Returns for 1 year | 18.61 | 33.01 | 56% |
| Returns for 3 years | 19.47 | 48.81 | 40% |
| Returns for 5 years | -3.45 | 34.10 | -10% |
| Returns for 10 years | 39.25 | 154.24 | 25% |
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