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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
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. WBCRX (275M). VRTIX pays higher dividends than WBCRX: VRTIX (1.12) 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 : 33.71 vs. WBCRX (17.08). VRTIX return over 5 years is better than : 46.04 vs. WBCRX (33.76).
| 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 | 23.663 | 17.357 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 275M | 6,364% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | 33.71 | 17.08 | 197% |
| Returns for 3 years | 66.39 | 37.42 | 177% |
| Returns for 5 years | 46.04 | 33.76 | 136% |
| Returns for 10 years | 157.79 | N/A | - |
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