VESMX
Price
$21.36
Change
+$0.03 (+0.14%)
Updated
Jan 14 closing price
Net Assets
160.62M
VRTIX
Price
$406.87
Change
+$2.85 (+0.71%)
Updated
Jan 14 closing price
Net Assets
14.31B
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VESMX vs VRTIX

Header iconVESMX vs VRTIX Comparison
Open Charts VESMX vs VRTIXBanner chart's image
VELA Small Cap I
Price$21.36
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets160.62M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
VESMX vs VRTIX Comparison Chart in %
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VESMX 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 VESMX is a Hold and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. VESMX (161M). VRTIX pays higher dividends than VESMX: VRTIX (1.25) vs VESMX (0.00). VESMX was incepted earlier than VRTIX: VESMX (5 years) vs VRTIX (15 years). VESMX (1.10) is less costly to investors than VRTIX (0.07). VESMX is a more actively managed with annual turnover of: 47.00 vs. VRTIX (14.00). VESMX has a lower initial minimum investment than VRTIX: VESMX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.93 vs. VESMX (9.88). VESMX return over 5 years is better than : 58.42 vs. VRTIX (27.09).
VESMXVRTIXVESMX / VRTIX
Total Expense Ratio1.100.071,571%
Annual Report Gross Expense Ratio1.100.071,571%
Fund Existence5 years15 years-
Gain YTD4.3486.85563%
Front LoadN/AN/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets161M14.3B1%
Annual Yield % from dividends0.001.25-
Returns for 1 year9.8819.9350%
Returns for 3 years34.1242.4480%
Returns for 5 years58.4227.09216%
Returns for 10 yearsN/A175.04-
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