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BRKTX vs VEMAX
BRKTX vs VEMAX Comparison
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BRKTX vs VEMAX Comparison Chart in %
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BRKTX vs. VEMAX commentary
Jun 24, 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 BRKTX is a Hold and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 163B vs. BRKTX (216M). VEMAX pays higher dividends than BRKTX: VEMAX (2.39) vs BRKTX (1.70). BRKTX was incepted earlier than VEMAX: BRKTX (11 years) vs VEMAX (20 years). BRKTX (1.57) is less costly to investors than VEMAX (0.13). BRKTX is a more actively managed with annual turnover of: 57.00 vs. VEMAX (6.00). BRKTX has a lower initial minimum investment than VEMAX: BRKTX (0) vs VEMAX (3000). BRKTX annual gain was more profitable for investors over the last year : 58.36 vs. VEMAX (29.95). BRKTX return over 5 years is better than : 61.64 vs. VEMAX (25.05).
| BRKTX | VEMAX | BRKTX / VEMAX | |
| Total Expense Ratio | 1.24 | 0.13 | 954% |
| Annual Report Gross Expense Ratio | 1.57 | 0.13 | 1,208% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 32.405 | 13.727 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 163B | 0% |
| Annual Yield % from dividends | 1.70 | 2.39 | 71% |
| Returns for 1 year | 58.36 | 29.95 | 195% |
| Returns for 3 years | 106.13 | 61.51 | 173% |
| Returns for 5 years | 61.64 | 25.05 | 246% |
| Returns for 10 years | 179.56 | 114.47 | 157% |
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