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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
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 SMYFX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. SMYFX (502M). VRTIX pays higher dividends than SMYFX: VRTIX (1.07) vs SMYFX (0.63). SMYFX was incepted earlier than VRTIX: SMYFX (11 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 : 41.81 vs. SMYFX (22.36). VRTIX return over 5 years is better than : 31.53 vs. SMYFX (-5.76).
| 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 | 11 years | 16 years | - |
| Gain YTD | 18.670 | 20.296 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 17.5B | 3% |
| Annual Yield % from dividends | 0.63 | 1.07 | 59% |
| Returns for 1 year | 22.36 | 41.81 | 53% |
| Returns for 3 years | 28.59 | 65.63 | 44% |
| Returns for 5 years | -5.76 | 31.53 | -18% |
| Returns for 10 years | 46.33 | 175.69 | 26% |
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