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VRTIX vs WSCOX
VRTIX vs WSCOX Comparison
Open Charts VRTIX vs WSCOX
VRTIX vs WSCOX Comparison Chart in %
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VRTIX vs. WSCOX commentary
Jun 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 WSCOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. WSCOX (162M). VRTIX pays higher dividends than WSCOX: VRTIX (1.07) vs WSCOX (0.18). VRTIX was incepted earlier than WSCOX: VRTIX (15 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: 57.00 vs. VRTIX (14.00). WSCOX has a lower initial minimum investment than VRTIX: WSCOX (1000000) vs VRTIX (5000000). WSCOX (42.45) and VRTIX (40.83) have marching annual gain over last year. WSCOX return over 5 years is better than : 51.07 vs. VRTIX (29.82).
| VRTIX | WSCOX | VRTIX / WSCOX | |
| Total Expense Ratio | 0.05 | 0.60 | 8% |
| Annual Report Gross Expense Ratio | 0.05 | 0.96 | 5% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 17.423 | 20.671 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 162M | 10,247% |
| Annual Yield % from dividends | 1.07 | 0.18 | 599% |
| Returns for 1 year | 40.83 | 42.45 | 96% |
| Returns for 3 years | 60.65 | 65.17 | 93% |
| Returns for 5 years | 29.82 | 51.07 | 58% |
| Returns for 10 years | 160.34 | -14.37 | -1,115% |
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