VESMX
Price
$19.47
Change
-$0.13 (-0.66%)
Updated
Sep 25 closing price
Net Assets
142.98M
VRTIX
Price
$369.94
Change
-$3.66 (-0.98%)
Updated
Sep 25 closing price
Net Assets
12.87B
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VESMX vs VRTIX

Header iconVESMX vs VRTIX Comparison
Open Charts VESMX vs VRTIXBanner chart's image
VELA Small Cap I
Price$19.47
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets142.98M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
VESMX vs VRTIX Comparison Chart in %
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VESMX vs. VRTIX commentary
Sep 27, 2025

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 VESMX is a Hold and VRTIX is a Buy.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. VESMX (143M). VRTIX pays higher dividends than VESMX: VRTIX (1.17) vs VESMX (0.22). VESMX was incepted earlier than VRTIX: VESMX (5 years) vs VRTIX (15 years). VESMX (1.12) is less costly to investors than VRTIX (0.07). VESMX is a more actively managed with annual turnover of: 47.00 vs. VRTIX (12.00). VESMX has a lower initial minimum investment than VRTIX: VESMX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.96 vs. VESMX (2.26).
VESMXVRTIXVESMX / VRTIX
Total Expense Ratio1.120.071,600%
Annual Report Gross Expense Ratio1.120.071,600%
Fund Existence5 years15 years-
Gain YTD2.5109.48826%
Front LoadN/AN/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143M12.9B1%
Annual Yield % from dividends0.221.1718%
Returns for 1 year2.2610.9621%
Returns for 3 years40.6248.4984%
Returns for 5 yearsN/A67.97-
Returns for 10 yearsN/A133.36-
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