BEXIX
Price
$22.99
Change
+$0.28 (+1.23%)
Updated
Jun 30 closing price
Net Assets
3.95B
VEMAX
Price
$49.53
Change
+$0.50 (+1.02%)
Updated
Jun 30 closing price
Net Assets
162.82B
Interact to see
Advertisement

BEXIX vs VEMAX

BEXIX vs VEMAX Comparison Chart in %
View a ticker or compare two or three
VS
BEXIX vs. VEMAX commentary
Jul 01, 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 BEXIX is a Hold and VEMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 163B vs. BEXIX (3.95B). VEMAX pays higher dividends than BEXIX: VEMAX (2.39) vs BEXIX (1.71). BEXIX was incepted earlier than VEMAX: BEXIX (16 years) vs VEMAX (20 years). BEXIX (1.12) is less costly to investors than VEMAX (0.13). BEXIX is a more actively managed with annual turnover of: 39.00 vs. VEMAX (6.00). VEMAX has a lower initial minimum investment than BEXIX: VEMAX (3000) vs BEXIX (1000000). BEXIX annual gain was more profitable for investors over the last year : 31.56 vs. VEMAX (21.65). BEXIX (21.87) and VEMAX (21.17) have equivalent 5 years return.
BEXIXVEMAXBEXIX / VEMAX
Total Expense Ratio1.120.13862%
Annual Report Gross Expense Ratio1.120.13862%
Fund Existence16 years20 years-
Gain YTD20.1789.981202%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.95B163B2%
Annual Yield % from dividends1.712.3971%
Returns for 1 year31.5621.65146%
Returns for 3 years71.4054.67131%
Returns for 5 years21.8721.17103%
Returns for 10 years119.7897.94122%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HIBCX54.83N/A
N/A
Hartford Capital Appreciation HLS IB
IPSIX26.17N/A
N/A
Voya Index Plus SmallCap Port I
OIERX27.77N/A
N/A
JPMorgan Equity Income R5
LOVLX38.31N/A
N/A
Lord Abbett Mid Cap Stock F3
WWSMX19.10N/A
N/A
Westwood Quality SMidCap Fund Ultra