VESMX
Price
$20.97
Change
-$0.14 (-0.66%)
Updated
Dec 12 closing price
Net Assets
154.95M
VRTIX
Price
$392.58
Change
-$6.01 (-1.51%)
Updated
Dec 12 closing price
Net Assets
14.25B
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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$20.97
Change-$0.14 (-0.66%)
VolumeN/A
Net Assets154.95M
Vanguard Russell 2000 Index I
Price$392.58
Change-$6.01 (-1.51%)
VolumeN/A
Net Assets14.25B
VESMX vs VRTIX Comparison Chart in %
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VESMX vs. VRTIX commentary
Dec 14, 2025

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. VESMX (155M). VRTIX pays higher dividends than VESMX: VRTIX (1.17) vs VESMX (0.21). 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 : 8.63 vs. VESMX (4.85). VESMX return over 5 years is better than : 68.71 vs. VRTIX (37.86).
VESMXVRTIXVESMX / VRTIX
Total Expense Ratio1.100.071,571%
Annual Report Gross Expense Ratio1.100.071,571%
Fund Existence5 years15 years-
Gain YTD10.40816.81262%
Front LoadN/AN/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets155M14.3B1%
Annual Yield % from dividends0.211.1718%
Returns for 1 year4.858.6356%
Returns for 3 years32.1444.2273%
Returns for 5 years68.7137.86182%
Returns for 10 yearsN/A142.59-
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