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
Aug 23, 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: 17.5B vs. STSOX (189M). VRTIX pays higher dividends than STSOX: VRTIX (1.12) 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 : 33.16 vs. STSOX (2.39). VRTIX return over 5 years is better than : 41.82 vs. STSOX (-56.48).
| 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 | 21.530 | 22.079 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 17.5B | 1% |
| Annual Yield % from dividends | 0.16 | 1.12 | 15% |
| Returns for 1 year | 2.39 | 33.16 | 7% |
| Returns for 3 years | -27.87 | 65.02 | -43% |
| Returns for 5 years | -56.48 | 41.82 | -135% |
| Returns for 10 years | -54.97 | 152.08 | -36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement