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TRCSX vs VRTIX
TRCSX vs VRTIX Comparison
Open Charts TRCSX vs VRTIX
TRCSX vs VRTIX Comparison Chart in %
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TRCSX 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 TRCSX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. TRCSX (496M). VRTIX (1.12) and TRCSX (1.06) have matching dividends . TRCSX was incepted earlier than VRTIX: TRCSX (11 years) vs VRTIX (16 years). TRCSX (0.26) is less costly to investors than VRTIX (0.05). TRCSX is a more actively managed with annual turnover of: 19.90 vs. VRTIX (14.00). TRCSX has a lower initial minimum investment than VRTIX: TRCSX (500000) vs VRTIX (5000000). VRTIX (33.16) and TRCSX (32.87) have marching annual gain over last year. TRCSX (43.36) and VRTIX (41.82) have equivalent 5 years return.
| TRCSX | VRTIX | TRCSX / VRTIX | |
| Total Expense Ratio | 0.14 | 0.05 | 280% |
| Annual Report Gross Expense Ratio | 0.26 | 0.05 | 520% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 22.506 | 22.079 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 17.5B | 3% |
| Annual Yield % from dividends | 1.06 | 1.12 | 95% |
| Returns for 1 year | 32.87 | 33.16 | 99% |
| Returns for 3 years | 65.19 | 65.02 | 100% |
| Returns for 5 years | 43.36 | 41.82 | 104% |
| Returns for 10 years | 115.37 | 152.08 | 76% |
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