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TRBIX vs VRTIX
TRBIX vs VRTIX Comparison
Open Charts TRBIX vs VRTIX
TRBIX vs VRTIX Comparison Chart in %
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TRBIX 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 TRBIX is a StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. TRBIX (4.17B). VRTIX pays higher dividends than TRBIX: VRTIX (1.07) vs TRBIX (0.94). TRBIX was incepted earlier than VRTIX: TRBIX (24 years) vs VRTIX (16 years). TRBIX (0.30) is less costly to investors than VRTIX (0.05). VRTIX is a more actively managed with annual turnover of: 14.00 vs. TRBIX (13.00). TRBIX has a lower initial minimum investment than VRTIX: TRBIX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.81 vs. TRBIX (38.98). VRTIX return over 5 years is better than : 31.53 vs. TRBIX (15.39).
| TRBIX | VRTIX | TRBIX / VRTIX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 0.05 | 600% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 20.585 | 20.296 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 17.5B | 24% |
| Annual Yield % from dividends | 0.94 | 1.07 | 88% |
| Returns for 1 year | 38.98 | 41.81 | 93% |
| Returns for 3 years | 55.44 | 65.63 | 84% |
| Returns for 5 years | 15.39 | 31.53 | 49% |
| Returns for 10 years | 102.49 | 175.69 | 58% |
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