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BATAX vs VFSIX
BATAX vs VFSIX Comparison
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BATAX vs. VFSIX commentary
Jun 18, 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 BATAX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 55.2B vs. BATAX (5.35B). BATAX pays higher dividends than VFSIX: BATAX (5.65) vs VFSIX (4.73). BATAX was incepted earlier than VFSIX: BATAX (11 years) vs VFSIX (29 years). VFSIX (0.07) is less costly to investors than BATAX (0.04). VFSIX is a more actively managed with annual turnover of: 73.00 vs. BATAX (50.00). BATAX has a lower initial minimum investment than VFSIX: BATAX (0) vs VFSIX (5000000). BATAX annual gain was more profitable for investors over the last year : 6.15 vs. VFSIX (-0.10). BATAX return over 5 years is better than : 22.87 vs. VFSIX (-4.92).
| BATAX | VFSIX | BATAX / VFSIX | |
| Total Expense Ratio | 0.02 | 0.07 | 29% |
| Annual Report Gross Expense Ratio | 0.04 | 0.07 | 57% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 1.962 | -1.141 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 55.2B | 10% |
| Annual Yield % from dividends | 5.65 | 4.73 | 119% |
| Returns for 1 year | 6.15 | -0.10 | -6,401% |
| Returns for 3 years | 24.51 | 4.00 | 613% |
| Returns for 5 years | 22.87 | -4.92 | -465% |
| Returns for 10 years | 54.19 | 3.00 | 1,804% |
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