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VRTIX vs WHGCX
VRTIX vs WHGCX Comparison
Open Charts VRTIX vs WHGCX
VRTIX vs WHGCX Comparison Chart in %
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VRTIX vs. WHGCX commentary
Sep 12, 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 WHGCX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. WHGCX (773M). VRTIX pays higher dividends than WHGCX: VRTIX (1.10) vs WHGCX (0.00). VRTIX was incepted earlier than WHGCX: VRTIX (16 years) vs WHGCX (7 years). WHGCX (1.93) is less costly to investors than VRTIX (0.05). WHGCX is a more actively managed with annual turnover of: 63.00 vs. VRTIX (14.00). WHGCX has a lower initial minimum investment than VRTIX: WHGCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. WHGCX (-1.58). VRTIX return over 5 years is better than : 32.22 vs. WHGCX (1.94).
| VRTIX | WHGCX | VRTIX / WHGCX | |
| Total Expense Ratio | 0.05 | 1.79 | 3% |
| Annual Report Gross Expense Ratio | 0.05 | 1.93 | 3% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 17.029 | 9.552 | 178% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 19.79 | -1.58 | -1,251% |
| Returns for 3 years | 57.69 | 10.64 | 542% |
| Returns for 5 years | 32.22 | 1.94 | 1,657% |
| Returns for 10 years | 148.64 | N/A | - |
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