BRSDX
Price
$16.73
Change
-$0.09 (-0.54%)
Updated
Jul 31 closing price
Net Assets
318.1M
VRTIX
Price
$450.38
Change
-$2.24 (-0.49%)
Updated
Jul 31 closing price
Net Assets
18.55B
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BRSDX vs VRTIX

BRSDX vs VRTIX Comparison Chart in %
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BRSDX vs. VRTIX commentary
Aug 03, 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 BRSDX is a Buy and VRTIX is a Hold.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. BRSDX (318M). VRTIX pays higher dividends than BRSDX: VRTIX (1.12) vs BRSDX (0.34). BRSDX was incepted earlier than VRTIX: BRSDX (11 years) vs VRTIX (16 years). BRSDX (1.13) is less costly to investors than VRTIX (0.05). BRSDX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). BRSDX has a lower initial minimum investment than VRTIX: BRSDX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. BRSDX (18.27). VRTIX return over 5 years is better than : 34.10 vs. BRSDX (-2.35).
BRSDXVRTIXBRSDX / VRTIX
Total Expense Ratio0.990.051,980%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence11 years16 years-
Gain YTD14.58918.45579%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets318M18.6B2%
Annual Yield % from dividends0.341.1231%
Returns for 1 year18.2733.0155%
Returns for 3 years18.1448.8137%
Returns for 5 years-2.3534.10-7%
Returns for 10 years61.98154.2440%
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