Interact to see
Advertisement
Advertisement
STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
STSOX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STSOX vs. VRTIX commentary
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. STSOX (194M). VRTIX pays higher dividends than STSOX: VRTIX (1.07) 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 : 41.41 vs. STSOX (9.75). VRTIX return over 5 years is better than : 30.90 vs. STSOX (-56.10).
| 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 | 22.603 | 21.293 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 17.5B | 1% |
| Annual Yield % from dividends | 0.17 | 1.07 | 16% |
| Returns for 1 year | 9.75 | 41.41 | 24% |
| Returns for 3 years | -24.80 | 67.00 | -37% |
| Returns for 5 years | -56.10 | 30.90 | -182% |
| Returns for 10 years | -50.02 | 177.98 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement