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BASIX vs NTBAX
BASIX vs NTBAX Comparison
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BASIX vs NTBAX Comparison Chart in %
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BASIX vs. NTBAX 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 NTBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.3B vs. NTBAX (7.24B). BASIX (4.43) and NTBAX (4.29) have matching dividends . 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). NTBAX annual gain was more profitable for investors over the last year : 6.49 vs. BASIX (6.09). BASIX return over 5 years is better than : 13.34 vs. NTBAX (9.08).
| 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 | 1.470 | 1.520 | 97% |
| Front Load | 4% | 4% | 107% |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3B | 7.24B | 667% |
| Annual Yield % from dividends | 4.43 | 4.29 | 103% |
| Returns for 1 year | 6.09 | 6.49 | 94% |
| Returns for 3 years | 21.16 | 17.66 | 120% |
| Returns for 5 years | 13.34 | 9.08 | 147% |
| Returns for 10 years | 40.22 | 35.02 | 115% |
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