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VRTIX vs WHGSX
VRTIX vs WHGSX Comparison
Open Charts VRTIX vs WHGSX
VRTIX vs WHGSX Comparison Chart in %
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VRTIX vs. WHGSX 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. WHGSX (773M). VRTIX pays higher dividends than WHGSX: VRTIX (1.10) vs WHGSX (0.67). VRTIX was incepted earlier than WHGSX: VRTIX (16 years) vs WHGSX (19 years). WHGSX (1.06) is less costly to investors than VRTIX (0.05). WHGSX is a more actively managed with annual turnover of: 63.00 vs. VRTIX (14.00). WHGSX has a lower initial minimum investment than VRTIX: WHGSX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.79 vs. WHGSX (-0.60). VRTIX return over 5 years is better than : 32.22 vs. WHGSX (6.89).
| VRTIX | WHGSX | VRTIX / WHGSX | |
| Total Expense Ratio | 0.05 | 0.92 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.06 | 5% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 17.029 | 10.209 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 773M | 2,316% |
| Annual Yield % from dividends | 1.10 | 0.67 | 165% |
| Returns for 1 year | 19.79 | -0.60 | -3,312% |
| Returns for 3 years | 57.69 | 13.91 | 415% |
| Returns for 5 years | 32.22 | 6.89 | 468% |
| Returns for 10 years | 148.64 | 58.38 | 255% |
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