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TRZIX vs VRTIX
TRZIX vs VRTIX Comparison
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TRZIX vs VRTIX Comparison Chart in %
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TRZIX vs. VRTIX commentary
Aug 03, 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 TRZIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. TRZIX (479M). TRZIX (1.16) and VRTIX (1.12) have matching dividends . TRZIX was incepted earlier than VRTIX: TRZIX (6 years) vs VRTIX (16 years). TRZIX (0.22) is less costly to investors than VRTIX (0.05). TRZIX is a more actively managed with annual turnover of: 19.90 vs. VRTIX (14.00). TRZIX has a lower initial minimum investment than VRTIX: TRZIX (0) vs VRTIX (5000000). VRTIX (33.01) and TRZIX (32.89) have marching annual gain over last year. TRZIX return over 5 years is better than : 36.48 vs. VRTIX (34.10).
| TRZIX | VRTIX | TRZIX / VRTIX | |
| Total Expense Ratio | 0.00 | 0.05 | - |
| Annual Report Gross Expense Ratio | 0.22 | 0.05 | 440% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 18.899 | 18.455 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 18.6B | 3% |
| Annual Yield % from dividends | 1.16 | 1.12 | 104% |
| Returns for 1 year | 32.89 | 33.01 | 100% |
| Returns for 3 years | 49.51 | 48.81 | 101% |
| Returns for 5 years | 36.48 | 34.10 | 107% |
| Returns for 10 years | N/A | 154.24 | - |
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