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TRBIX vs VRTIX
TRBIX vs VRTIX Comparison
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TRBIX vs VRTIX Comparison Chart in %
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TRBIX vs. VRTIX commentary
Jul 26, 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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. TRBIX (4.07B). VRTIX pays higher dividends than TRBIX: VRTIX (1.08) vs TRBIX (0.91). 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 : 30.56 vs. TRBIX (28.04). VRTIX return over 5 years is better than : 35.06 vs. TRBIX (18.34).
| 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 | 18.700 | 18.394 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 18.6B | 22% |
| Annual Yield % from dividends | 0.91 | 1.08 | 84% |
| Returns for 1 year | 28.04 | 30.56 | 92% |
| Returns for 3 years | 41.61 | 50.86 | 82% |
| Returns for 5 years | 18.34 | 35.06 | 52% |
| Returns for 10 years | 84.47 | 151.11 | 56% |
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