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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
Jun 04, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. STSOX (186M). VRTIX pays higher dividends than STSOX: VRTIX (1.07) vs STSOX (0.17). STSOX was incepted earlier than VRTIX: STSOX (11 years) vs VRTIX (15 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 : 39.87 vs. STSOX (7.11). VRTIX return over 5 years is better than : 30.59 vs. STSOX (-59.16).
| 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 | 15 years | - |
| Gain YTD | 17.549 | 18.484 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 16.6B | 1% |
| Annual Yield % from dividends | 0.17 | 1.07 | 16% |
| Returns for 1 year | 7.11 | 39.87 | 18% |
| Returns for 3 years | -27.56 | 62.10 | -44% |
| Returns for 5 years | -59.16 | 30.59 | -193% |
| Returns for 10 years | -53.89 | 162.70 | -33% |
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