BGSRX
Price
$99.10
Change
+$1.12 (+1.14%)
Updated
Jun 2 closing price
Net Assets
8.9B
VITAX
Price
$515.18
Change
+$6.47 (+1.27%)
Updated
Jun 2 closing price
Net Assets
146.53B
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BGSRX vs VITAX

Header iconBGSRX vs VITAX Comparison
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BGSRX vs VITAX Comparison Chart in %
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BGSRX vs. VITAX commentary
Jun 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 BGSRX is a Buy and VITAX is a Buy.

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FUNDAMENTALS
Fundamentals
VITAX has more cash in the bank: 147B vs. BGSRX (8.9B). BGSRX pays higher dividends than VITAX: BGSRX (0.89) vs VITAX (0.32). BGSRX was incepted earlier than VITAX: BGSRX (18 years) vs VITAX (22 years). BGSRX (1.53) is less costly to investors than VITAX (0.09). BGSRX is a more actively managed with annual turnover of: 52.00 vs. VITAX (8.00). BGSRX has a lower initial minimum investment than VITAX: BGSRX (100) vs VITAX (100000). VITAX annual gain was more profitable for investors over the last year : 62.42 vs. BGSRX (49.15). VITAX return over 5 years is better than : 169.74 vs. BGSRX (68.88).
BGSRXVITAXBGSRX / VITAX
Total Expense Ratio1.420.091,578%
Annual Report Gross Expense Ratio1.530.091,700%
Fund Existence18 years22 years-
Gain YTD42.22731.841133%
Front LoadN/AN/A-
Min. Initial Investment1001000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.9B147B6%
Annual Yield % from dividends0.890.32281%
Returns for 1 year49.1562.4279%
Returns for 3 years123.29134.5692%
Returns for 5 years68.88169.7441%
Returns for 10 years520.68808.1464%
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