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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
Jul 14, 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 (496M). VRTIX pays higher dividends than SMYFX: VRTIX (1.08) vs SMYFX (0.60). 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 : 33.72 vs. SMYFX (16.93). VRTIX return over 5 years is better than : 37.70 vs. SMYFX (-2.19).
| 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 | 19.482 | 20.296 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 18.6B | 3% |
| Annual Yield % from dividends | 0.60 | 1.08 | 56% |
| Returns for 1 year | 16.93 | 33.72 | 50% |
| Returns for 3 years | 23.16 | 56.10 | 41% |
| Returns for 5 years | -2.19 | 37.70 | -6% |
| Returns for 10 years | 38.64 | 157.61 | 25% |
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