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VRTIX vs WHGAX
VRTIX vs WHGAX Comparison
Open Charts VRTIX vs WHGAX
VRTIX vs WHGAX Comparison Chart in %
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VRTIX vs. WHGAX 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 WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. WHGAX (773M). VRTIX pays higher dividends than WHGAX: VRTIX (1.10) vs WHGAX (0.56). VRTIX was incepted earlier than WHGAX: VRTIX (16 years) vs WHGAX (7 years). WHGAX (1.18) is less costly to investors than VRTIX (0.05). WHGAX is a more actively managed with annual turnover of: 63.00 vs. VRTIX (14.00). WHGAX has a lower initial minimum investment than VRTIX: WHGAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. WHGAX (-0.73). VRTIX return over 5 years is better than : 32.22 vs. WHGAX (6.17).
| VRTIX | WHGAX | VRTIX / WHGAX | |
| Total Expense Ratio | 0.05 | 1.04 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.18 | 4% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 17.029 | 10.137 | 168% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 773M | 2,316% |
| Annual Yield % from dividends | 1.10 | 0.56 | 198% |
| Returns for 1 year | 19.79 | -0.73 | -2,711% |
| Returns for 3 years | 57.69 | 13.46 | 429% |
| Returns for 5 years | 32.22 | 6.17 | 522% |
| Returns for 10 years | 148.64 | N/A | - |
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