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BSFIX vs VEXPX
BSFIX vs VEXPX Comparison
Open Charts BSFIX vs VEXPX
Baron Small Cap Instl
Price$33.07
Change-$1.21 (-3.53%)
VolumeN/A
CapitalizationN/A
BSFIX vs VEXPX Comparison Chart
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BSFIX vs. VEXPX commentary
Dec 19, 2024
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 BSFIX is a StrongSell and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. BSFIX (4.79B). VEXPX pays higher dividends than BSFIX: VEXPX (0.48) vs BSFIX (0.00). BSFIX was incepted earlier than VEXPX: BSFIX (16 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. BSFIX (10.47). VEXPX has a lower initial minimum investment than BSFIX: VEXPX (3000) vs BSFIX (1000000). VEXPX annual gain was more profitable for investors over the last year : 17.01 vs. BSFIX (6.99). VEXPX return over 5 years is better than : 22.08 vs. BSFIX (12.10).
| BSFIX | VEXPX | BSFIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 57 years | - |
| Gain YTD | 4.864 | 14.606 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 23.9B | 20% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 6.99 | 17.01 | 41% |
| Returns for 3 years | -10.61 | -11.82 | 90% |
| Returns for 5 years | 12.10 | 22.08 | 55% |
| Returns for 10 years | 2.30 | 37.31 | 6% |
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