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TSMWX vs VRTIX
TSMWX vs VRTIX Comparison
Open Charts TSMWX vs VRTIX
TSMWX vs VRTIX Comparison Chart in %
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TSMWX 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 TSMWX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. TSMWX (2.78B). VRTIX pays higher dividends than TSMWX: VRTIX (1.12) vs TSMWX (0.75). TSMWX was incepted earlier than VRTIX: TSMWX (10 years) vs VRTIX (16 years). TSMWX (0.46) is less costly to investors than VRTIX (0.05). TSMWX is a more actively managed with annual turnover of: 89.00 vs. VRTIX (14.00). TSMWX has a lower initial minimum investment than VRTIX: TSMWX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. TSMWX (24.12). VRTIX return over 5 years is better than : 41.82 vs. TSMWX (18.58).
| TSMWX | VRTIX | TSMWX / VRTIX | |
| Total Expense Ratio | 0.46 | 0.05 | 920% |
| Annual Report Gross Expense Ratio | 0.46 | 0.05 | 920% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 24.219 | 22.079 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 17.5B | 16% |
| Annual Yield % from dividends | 0.75 | 1.12 | 67% |
| Returns for 1 year | 24.12 | 33.16 | 73% |
| Returns for 3 years | 56.32 | 65.02 | 87% |
| Returns for 5 years | 18.58 | 41.82 | 44% |
| Returns for 10 years | 104.18 | 152.08 | 69% |
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