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BATAX vs VFSIX
BATAX vs VFSIX Comparison
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BATAX vs. VFSIX commentary
Aug 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 BATAX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 55.5B vs. BATAX (5.37B). BATAX pays higher dividends than VFSIX: BATAX (5.12) vs VFSIX (4.79). BATAX was incepted earlier than VFSIX: BATAX (11 years) vs VFSIX (29 years). VFSIX (0.07) is less costly to investors than BATAX (0.02). VFSIX is a more actively managed with annual turnover of: 73.00 vs. BATAX (59.00). 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 : 4.80 vs. VFSIX (-1.62). BATAX return over 5 years is better than : 22.02 vs. VFSIX (-5.91).
| BATAX | VFSIX | BATAX / VFSIX | |
| Total Expense Ratio | 0.00 | 0.07 | - |
| Annual Report Gross Expense Ratio | 0.02 | 0.07 | 29% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 2.094 | -1.901 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 55.5B | 10% |
| Annual Yield % from dividends | 5.12 | 4.79 | 107% |
| Returns for 1 year | 4.80 | -1.62 | -296% |
| Returns for 3 years | 23.03 | 2.99 | 769% |
| Returns for 5 years | 22.02 | -5.91 | -373% |
| Returns for 10 years | 50.58 | 1.55 | 3,254% |
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