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VRTIX vs WHGMX
VRTIX vs WHGMX Comparison
Open Charts VRTIX vs WHGMX
VRTIX vs WHGMX Comparison Chart in %
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VRTIX vs. WHGMX commentary
Sep 04, 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 WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. WHGMX (108M). VRTIX pays higher dividends than WHGMX: VRTIX (1.10) vs WHGMX (0.37). VRTIX was incepted earlier than WHGMX: VRTIX (16 years) vs WHGMX (21 years). WHGMX (1.07) is less costly to investors than VRTIX (0.05). WHGMX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). WHGMX has a lower initial minimum investment than VRTIX: WHGMX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 24.56 vs. WHGMX (8.34). VRTIX return over 5 years is better than : 29.78 vs. WHGMX (16.37).
| VRTIX | WHGMX | VRTIX / WHGMX | |
| Total Expense Ratio | 0.05 | 0.85 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.07 | 5% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 18.168 | 12.424 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 108M | 16,204% |
| Annual Yield % from dividends | 1.10 | 0.37 | 296% |
| Returns for 1 year | 24.56 | 8.34 | 295% |
| Returns for 3 years | 53.83 | 34.37 | 157% |
| Returns for 5 years | 29.78 | 16.37 | 182% |
| Returns for 10 years | 143.26 | 28.92 | 495% |
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