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BASIX vs BTFIX
BASIX vs BTFIX Comparison
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BASIX vs BTFIX Comparison Chart in %
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BASIX vs. BTFIX commentary
Jun 24, 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 BASIX is a Hold and BTFIX is a Buy.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. BTFIX (34.2M). BTFIX (4.60) and BASIX (4.43) have matching dividends . BASIX was incepted earlier than BTFIX: BASIX (18 years) vs BTFIX (11 years). BTFIX (1.83) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. BTFIX (237.00). BASIX has a lower initial minimum investment than BTFIX: BASIX (1000) vs BTFIX (100000). BASIX annual gain was more profitable for investors over the last year : 5.87 vs. BTFIX (2.43). BASIX return over 5 years is better than : 13.68 vs. BTFIX (-6.28).
| BASIX | BTFIX | BASIX / BTFIX | |
| Total Expense Ratio | 0.98 | 1.83 | 54% |
| Annual Report Gross Expense Ratio | 0.99 | 1.83 | 54% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 1.678 | -0.865 | -194% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 34.2M | 141,520% |
| Annual Yield % from dividends | 4.43 | 4.60 | 96% |
| Returns for 1 year | 5.87 | 2.43 | 242% |
| Returns for 3 years | 21.14 | 12.26 | 173% |
| Returns for 5 years | 13.68 | -6.28 | -218% |
| Returns for 10 years | 40.65 | -2.30 | -1,771% |
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