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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
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 BSMAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. BSMAX (1.38B). VRTIX pays higher dividends than BSMAX: VRTIX (1.12) vs BSMAX (0.92). 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 : 33.16 vs. BSMAX (29.89). VRTIX return over 5 years is better than : 41.82 vs. BSMAX (39.56).
| 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 | 23.025 | 22.079 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 17.5B | 8% |
| Annual Yield % from dividends | 0.92 | 1.12 | 82% |
| Returns for 1 year | 29.89 | 33.16 | 90% |
| Returns for 3 years | 64.97 | 65.02 | 100% |
| Returns for 5 years | 39.56 | 41.82 | 95% |
| Returns for 10 years | 141.83 | 152.08 | 93% |
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