Interact to see
Advertisement
Advertisement
TSMWX vs VRTIX
TSMWX vs VRTIX Comparison
Open Charts TSMWX vs VRTIX
TSMWX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TSMWX vs. VRTIX commentary
Jun 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 StrongBuy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. TSMWX (2.77B). VRTIX pays higher dividends than TSMWX: VRTIX (1.07) 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 : 41.81 vs. TSMWX (34.75). VRTIX return over 5 years is better than : 31.53 vs. TSMWX (17.52).
| 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 | 24.984 | 20.296 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 17.5B | 16% |
| Annual Yield % from dividends | 0.75 | 1.07 | 70% |
| Returns for 1 year | 34.75 | 41.81 | 83% |
| Returns for 3 years | 62.09 | 65.63 | 95% |
| Returns for 5 years | 17.52 | 31.53 | 56% |
| Returns for 10 years | N/A | 175.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement