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STMSX vs VRTIX
STMSX vs VRTIX Comparison
Open Charts STMSX vs VRTIX
STMSX vs VRTIX Comparison Chart in %
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STMSX vs. VRTIX commentary
Sep 12, 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 STMSX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. STMSX (751M). VRTIX pays higher dividends than STMSX: VRTIX (1.10) vs STMSX (0.21). STMSX was incepted earlier than VRTIX: STMSX (26 years) vs VRTIX (16 years). STMSX (1.24) is less costly to investors than VRTIX (0.05). STMSX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). STMSX has a lower initial minimum investment than VRTIX: STMSX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. STMSX (9.10). VRTIX return over 5 years is better than : 32.22 vs. STMSX (-2.39).
| STMSX | VRTIX | STMSX / VRTIX | |
| Total Expense Ratio | 1.10 | 0.05 | 2,200% |
| Annual Report Gross Expense Ratio | 1.24 | 0.05 | 2,480% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 12.794 | 17.029 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 17.9B | 4% |
| Annual Yield % from dividends | 0.21 | 1.10 | 19% |
| Returns for 1 year | 9.10 | 19.79 | 46% |
| Returns for 3 years | 18.41 | 57.69 | 32% |
| Returns for 5 years | -2.39 | 32.22 | -7% |
| Returns for 10 years | 50.10 | 148.64 | 34% |
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