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BSMAX vs VRTIX
BSMAX vs VRTIX Comparison
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BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Jul 14, 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 BSMAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. BSMAX (1.35B). VRTIX pays higher dividends than BSMAX: VRTIX (1.08) vs BSMAX (0.86). BSMAX was incepted earlier than VRTIX: BSMAX (11 years) vs VRTIX (16 years). BSMAX (0.39) is less costly to investors than VRTIX (0.05). BSMAX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). BSMAX has a lower initial minimum investment than VRTIX: BSMAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. BSMAX (28.86). VRTIX (37.70) and BSMAX (36.21) have equivalent 5 years return.
| BSMAX | VRTIX | BSMAX / VRTIX | |
| Total Expense Ratio | 0.37 | 0.05 | 740% |
| Annual Report Gross Expense Ratio | 0.39 | 0.05 | 780% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 20.516 | 20.296 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 18.6B | 7% |
| Annual Yield % from dividends | 0.86 | 1.08 | 79% |
| Returns for 1 year | 28.86 | 33.72 | 86% |
| Returns for 3 years | 54.80 | 56.10 | 98% |
| Returns for 5 years | 36.21 | 37.70 | 96% |
| Returns for 10 years | 143.01 | 157.61 | 91% |
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