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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
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 STSOX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. STSOX (180M). VRTIX pays higher dividends than STSOX: VRTIX (1.10) vs STSOX (0.17). 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 : 19.79 vs. STSOX (-6.62). VRTIX return over 5 years is better than : 32.22 vs. STSOX (-57.99).
| 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 | 16.096 | 17.029 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 17.9B | 1% |
| Annual Yield % from dividends | 0.17 | 1.10 | 15% |
| Returns for 1 year | -6.62 | 19.79 | -33% |
| Returns for 3 years | -31.53 | 57.69 | -55% |
| Returns for 5 years | -57.99 | 32.22 | -180% |
| Returns for 10 years | -55.60 | 148.64 | -37% |
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