Interact to see
Advertisement
Advertisement
BASIX vs NTBAX
BASIX vs NTBAX Comparison
Open Charts BASIX vs NTBAX
BASIX vs NTBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BASIX vs. NTBAX commentary
Jul 14, 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 NTBAX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.5B vs. NTBAX (7.19B). BASIX pays higher dividends than NTBAX: BASIX (4.43) vs NTBAX (3.86). BASIX was incepted earlier than NTBAX: BASIX (18 years) vs NTBAX (12 years). NTBAX (1.30) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. NTBAX (44.00). BASIX initial investment is less costly to investors than NTBAX (4%) vs NTBAX (4%). BASIX has a lower initial minimum investment than NTBAX: BASIX (1000) vs NTBAX (5000). BASIX (5.32) and NTBAX (5.13) have marching annual gain over last year. BASIX return over 5 years is better than : 13.66 vs. NTBAX (8.47).
| BASIX | NTBAX | BASIX / NTBAX | |
| Total Expense Ratio | 0.98 | 1.28 | 77% |
| Annual Report Gross Expense Ratio | 0.99 | 1.30 | 76% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 1.743 | 1.620 | 108% |
| Front Load | 4% | 4% | 107% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 7.19B | 675% |
| Annual Yield % from dividends | 4.43 | 3.86 | 115% |
| Returns for 1 year | 5.32 | 5.13 | 104% |
| Returns for 3 years | 20.64 | 16.43 | 126% |
| Returns for 5 years | 13.66 | 8.47 | 161% |
| Returns for 10 years | 39.13 | 31.25 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EAOA | 44.78 | -0.01 | -0.03% |
| iShares ESG Aware 80/20 Agrsv Allc ETF | |||
| YEAR | 50.21 | -0.02 | -0.04% |
| AB Ultra Short Income ETF | |||
| CAM | 25.00 | -0.04 | -0.16% |
| AB California Intermediate Municipal ETF | |||
| PSF | 20.04 | -0.08 | -0.40% |
| COHEN & STEERS SELECT PREFERRED AND Income FUND | |||
| BRIF | 36.86 | -0.28 | -0.74% |
| FIS Bright Portfolios Focused Equity ETF | |||