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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
Jul 14, 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: 18.6B vs. WSCOX (181M). VRTIX pays higher dividends than WSCOX: VRTIX (1.08) vs WSCOX (0.17). 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). WSCOX annual gain was more profitable for investors over the last year : 37.64 vs. VRTIX (33.72). WSCOX return over 5 years is better than : 63.02 vs. VRTIX (37.70).
| 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 | 20.296 | 25.906 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 181M | 10,276% |
| Annual Yield % from dividends | 1.08 | 0.17 | 639% |
| Returns for 1 year | 33.72 | 37.64 | 90% |
| Returns for 3 years | 56.10 | 61.31 | 91% |
| Returns for 5 years | 37.70 | 63.02 | 60% |
| Returns for 10 years | 157.61 | -13.12 | -1,201% |
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