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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 04, 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: 48.3B vs. BTFIX (34.6M). 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 : 6.09 vs. BTFIX (3.10). BASIX return over 5 years is better than : 13.34 vs. BTFIX (-5.69).
| 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 | 1.470 | -0.865 | -170% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3B | 34.6M | 139,595% |
| Annual Yield % from dividends | 4.43 | 4.60 | 96% |
| Returns for 1 year | 6.09 | 3.10 | 197% |
| Returns for 3 years | 21.16 | 11.53 | 184% |
| Returns for 5 years | 13.34 | -5.69 | -234% |
| Returns for 10 years | 40.22 | -2.57 | -1,564% |
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