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BROIX vs VTPSX
BROIX vs VTPSX Comparison
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BROIX vs VTPSX Comparison Chart in %
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BROIX vs. VTPSX 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 BROIX is a Buy and VTPSX is a Buy.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 646B vs. BROIX (9.3B). BROIX pays higher dividends than VTPSX: BROIX (2.84) vs VTPSX (2.59). BROIX was incepted earlier than VTPSX: BROIX (21 years) vs VTPSX (16 years). BROIX (0.63) is less costly to investors than VTPSX (0.05). BROIX is a more actively managed with annual turnover of: 113.00 vs. VTPSX (4.00). BROIX has a lower initial minimum investment than VTPSX: BROIX (2000000) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 24.32 vs. BROIX (18.15). BROIX return over 5 years is better than : 57.35 vs. VTPSX (43.48).
| BROIX | VTPSX | BROIX / VTPSX | |
| Total Expense Ratio | 0.50 | 0.05 | 1,000% |
| Annual Report Gross Expense Ratio | 0.63 | 0.05 | 1,260% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 13.564 | 16.482 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 646B | 1% |
| Annual Yield % from dividends | 2.84 | 2.59 | 110% |
| Returns for 1 year | 18.15 | 24.32 | 75% |
| Returns for 3 years | 65.88 | 65.52 | 101% |
| Returns for 5 years | 57.35 | 43.48 | 132% |
| Returns for 10 years | 126.64 | 100.73 | 126% |
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