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BDBKX vs VRTIX
BDBKX vs VRTIX Comparison
Open Charts BDBKX vs VRTIX
BDBKX vs VRTIX Comparison Chart in %
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BDBKX vs. VRTIX commentary
Aug 03, 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 BDBKX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. BDBKX (3.98B). VRTIX pays higher dividends than BDBKX: VRTIX (1.12) vs BDBKX (1.02). BDBKX was incepted earlier than VRTIX: BDBKX (15 years) vs VRTIX (16 years). BDBKX (0.07) is less costly to investors than VRTIX (0.05). BDBKX is a more actively managed with annual turnover of: 21.00 vs. VRTIX (14.00). BDBKX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX (33.01) and BDBKX (31.48) have marching annual gain over last year. VRTIX return over 5 years is better than : 34.10 vs. BDBKX (24.60).
| BDBKX | VRTIX | BDBKX / VRTIX | |
| Total Expense Ratio | 0.07 | 0.05 | 140% |
| Annual Report Gross Expense Ratio | 0.07 | 0.05 | 140% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 18.603 | 18.455 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 18.6B | 21% |
| Annual Yield % from dividends | 1.02 | 1.12 | 92% |
| Returns for 1 year | 31.48 | 33.01 | 95% |
| Returns for 3 years | 44.03 | 48.81 | 90% |
| Returns for 5 years | 24.60 | 34.10 | 72% |
| Returns for 10 years | 120.66 | 154.24 | 78% |
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