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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
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. BTFIX (32.6M). BASIX pays higher dividends than BTFIX: BASIX (4.50) vs BTFIX (4.15). BASIX was incepted earlier than BTFIX: BASIX (19 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 : 4.25 vs. BTFIX (1.40). BASIX return over 5 years is better than : 13.05 vs. BTFIX (-6.14).
| BASIX | BTFIX | BASIX / BTFIX | |
| Total Expense Ratio | 0.98 | 1.83 | 54% |
| Annual Report Gross Expense Ratio | 0.99 | 1.83 | 54% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 1.185 | -1.157 | -102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 32.6M | 148,466% |
| Annual Yield % from dividends | 4.50 | 4.15 | 108% |
| Returns for 1 year | 4.25 | 1.40 | 304% |
| Returns for 3 years | 19.67 | 10.06 | 195% |
| Returns for 5 years | 13.05 | -6.14 | -213% |
| Returns for 10 years | 38.17 | -1.21 | -3,143% |
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