MASMX
Price
$9.95
Change
+$0.04 (+0.40%)
Updated
Jan 14 closing price
Net Assets
159.71M
VRTIX
Price
$406.87
Change
+$2.85 (+0.71%)
Updated
Jan 14 closing price
Net Assets
14.31B
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MASMX vs VRTIX

Header iconMASMX vs VRTIX Comparison
Open Charts MASMX vs VRTIXBanner chart's image
Madison Small Cap A
Price$9.95
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets159.71M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
MASMX vs VRTIX Comparison Chart in %
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MASMX vs. VRTIX commentary
Jan 15, 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 MASMX is a Buy and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. MASMX (160M). VRTIX pays higher dividends than MASMX: VRTIX (1.25) vs MASMX (0.00). MASMX was incepted earlier than VRTIX: MASMX (6 years) vs VRTIX (15 years). MASMX (1.35) is less costly to investors than VRTIX (0.07). MASMX is a more actively managed with annual turnover of: 39.00 vs. VRTIX (14.00). MASMX has a lower initial minimum investment than VRTIX: MASMX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.93 vs. MASMX (-9.95). VRTIX return over 5 years is better than : 27.09 vs. MASMX (-24.34).
MASMXVRTIXMASMX / VRTIX
Total Expense Ratio1.350.071,929%
Annual Report Gross Expense Ratio1.350.071,929%
Fund Existence6 years15 years-
Gain YTD6.7606.85599%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets160M14.3B1%
Annual Yield % from dividends0.001.25-
Returns for 1 year-9.9519.93-50%
Returns for 3 years7.8042.4418%
Returns for 5 years-24.3427.09-90%
Returns for 10 years25.03175.0414%
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