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BDSAX vs VRTIX
BDSAX vs VRTIX Comparison
Open Charts BDSAX vs VRTIX
BDSAX vs VRTIX Comparison Chart in %
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BDSAX vs. VRTIX commentary
Sep 13, 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: 17.9B vs. BDSAX (5.42B). VRTIX pays higher dividends than BDSAX: VRTIX (1.10) vs BDSAX (0.37). BDSAX was incepted earlier than VRTIX: BDSAX (14 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: 92.00 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 : 19.79 vs. BDSAX (14.55). VRTIX return over 5 years is better than : 32.22 vs. BDSAX (21.58).
| 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 | 14 years | 16 years | - |
| Gain YTD | 14.951 | 17.029 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.42B | 17.9B | 30% |
| Annual Yield % from dividends | 0.37 | 1.10 | 34% |
| Returns for 1 year | 14.55 | 19.79 | 74% |
| Returns for 3 years | 54.74 | 57.69 | 95% |
| Returns for 5 years | 21.58 | 32.22 | 67% |
| Returns for 10 years | 116.21 | 148.64 | 78% |
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