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STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
STSOX vs VRTIX Comparison Chart in %
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STSOX 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 STSOX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. STSOX (193M). VRTIX pays higher dividends than STSOX: VRTIX (1.08) vs STSOX (0.16). STSOX was incepted earlier than VRTIX: STSOX (11 years) vs VRTIX (16 years). STSOX (2.03) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. STSOX (6.19). STSOX has a lower initial minimum investment than VRTIX: STSOX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. STSOX (4.40). VRTIX return over 5 years is better than : 37.70 vs. STSOX (-55.70).
| STSOX | VRTIX | STSOX / VRTIX | |
| Total Expense Ratio | 2.03 | 0.05 | 4,060% |
| Annual Report Gross Expense Ratio | 2.03 | 0.05 | 4,060% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 22.430 | 20.296 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 18.6B | 1% |
| Annual Yield % from dividends | 0.16 | 1.08 | 15% |
| Returns for 1 year | 4.40 | 33.72 | 13% |
| Returns for 3 years | -29.22 | 56.10 | -52% |
| Returns for 5 years | -55.70 | 37.70 | -148% |
| Returns for 10 years | -53.25 | 157.61 | -34% |
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