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VRTIX vs WBCIX
VRTIX vs WBCIX Comparison
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VRTIX vs WBCIX Comparison Chart in %
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VRTIX vs. WBCIX commentary
Sep 13, 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 VRTIX is a Hold and WBCIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. WBCIX (239M). VRTIX pays higher dividends than WBCIX: VRTIX (1.10) vs WBCIX (0.00). VRTIX was incepted earlier than WBCIX: VRTIX (16 years) vs WBCIX (7 years). WBCIX (1.19) is less costly to investors than VRTIX (0.05). WBCIX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (14.00). WBCIX has a lower initial minimum investment than VRTIX: WBCIX (500000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. WBCIX (6.30). VRTIX return over 5 years is better than : 32.22 vs. WBCIX (20.82).
| VRTIX | WBCIX | VRTIX / WBCIX | |
| Total Expense Ratio | 0.05 | 0.95 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.19 | 4% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 17.029 | 10.650 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 239M | 7,490% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 19.79 | 6.30 | 314% |
| Returns for 3 years | 57.69 | 28.57 | 202% |
| Returns for 5 years | 32.22 | 20.82 | 155% |
| Returns for 10 years | 148.64 | N/A | - |
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