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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
Jul 14, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. TSMWX (2.7B). VRTIX pays higher dividends than TSMWX: VRTIX (1.08) vs TSMWX (0.72). 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 : 33.72 vs. TSMWX (27.10). VRTIX return over 5 years is better than : 37.70 vs. TSMWX (19.26).
| 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 | 23.837 | 20.296 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 18.6B | 15% |
| Annual Yield % from dividends | 0.72 | 1.08 | 66% |
| Returns for 1 year | 27.10 | 33.72 | 80% |
| Returns for 3 years | 51.23 | 56.10 | 91% |
| Returns for 5 years | 19.26 | 37.70 | 51% |
| Returns for 10 years | N/A | 157.61 | - |
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