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VRTIX vs WBCRX
VRTIX vs WBCRX Comparison
Open Charts VRTIX vs WBCRX
VRTIX vs WBCRX Comparison Chart in %
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VRTIX vs. WBCRX commentary
Jul 06, 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 WBCRX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. WBCRX (265M). VRTIX pays higher dividends than WBCRX: VRTIX (1.08) vs WBCRX (0.00). VRTIX was incepted earlier than WBCRX: VRTIX (16 years) vs WBCRX (7 years). WBCRX (1.04) is less costly to investors than VRTIX (0.05). WBCRX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (14.00). WBCRX has a lower initial minimum investment than VRTIX: WBCRX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 35.07 vs. WBCRX (14.29). VRTIX return over 5 years is better than : 32.32 vs. WBCRX (24.12).
| VRTIX | WBCRX | VRTIX / WBCRX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.04 | 5% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 21.019 | 13.874 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 265M | 6,604% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | 35.07 | 14.29 | 245% |
| Returns for 3 years | 59.92 | 30.06 | 199% |
| Returns for 5 years | 32.32 | 24.12 | 134% |
| Returns for 10 years | 170.13 | N/A | - |
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