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VRTIX vs WSCOX
VRTIX vs WSCOX Comparison
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VRTIX vs WSCOX Comparison Chart in %
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VRTIX vs. WSCOX commentary
Aug 23, 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 WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. WSCOX (184M). VRTIX pays higher dividends than WSCOX: VRTIX (1.12) vs WSCOX (0.18). VRTIX was incepted earlier than WSCOX: VRTIX (16 years) vs WSCOX (12 years). WSCOX (0.96) is less costly to investors than VRTIX (0.05). WSCOX is a more actively managed with annual turnover of: 48.00 vs. VRTIX (14.00). WSCOX has a lower initial minimum investment than VRTIX: WSCOX (1000000) vs VRTIX (5000000). VRTIX (33.16) and WSCOX (32.85) have marching annual gain over last year. WSCOX return over 5 years is better than : 64.93 vs. VRTIX (41.82).
| VRTIX | WSCOX | VRTIX / WSCOX | |
| Total Expense Ratio | 0.05 | 0.60 | 8% |
| Annual Report Gross Expense Ratio | 0.05 | 0.96 | 5% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 22.079 | 26.510 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 184M | 9,511% |
| Annual Yield % from dividends | 1.12 | 0.18 | 636% |
| Returns for 1 year | 33.16 | 32.85 | 101% |
| Returns for 3 years | 65.02 | 67.22 | 97% |
| Returns for 5 years | 41.82 | 64.93 | 64% |
| Returns for 10 years | 152.08 | -14.75 | -1,031% |
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