Interact to see
Advertisement
Advertisement
BDSAX vs VRTIX
BDSAX vs VRTIX Comparison
Open Charts BDSAX vs VRTIX
BDSAX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BDSAX vs. VRTIX commentary
Aug 23, 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 BDSAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. BDSAX (5.6B). VRTIX pays higher dividends than BDSAX: VRTIX (1.12) vs BDSAX (0.38). BDSAX was incepted earlier than VRTIX: BDSAX (13 years) vs VRTIX (16 years). BDSAX (0.92) is less costly to investors than VRTIX (0.05). BDSAX is a more actively managed with annual turnover of: 88.00 vs. VRTIX (14.00). BDSAX has a lower initial minimum investment than VRTIX: BDSAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.16 vs. BDSAX (26.72). VRTIX return over 5 years is better than : 41.82 vs. BDSAX (29.23).
| BDSAX | VRTIX | BDSAX / VRTIX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 18.633 | 22.079 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 17.5B | 32% |
| Annual Yield % from dividends | 0.38 | 1.12 | 34% |
| Returns for 1 year | 26.72 | 33.16 | 81% |
| Returns for 3 years | 60.01 | 65.02 | 92% |
| Returns for 5 years | 29.23 | 41.82 | 70% |
| Returns for 10 years | 116.69 | 152.08 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement