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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
Jun 12, 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 (1.33B). VRTIX pays higher dividends than BSMAX: VRTIX (1.07) vs BSMAX (0.89). BSMAX was incepted earlier than VRTIX: BSMAX (11 years) vs VRTIX (15 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 : 33.37 vs. BSMAX (29.59). BSMAX return over 5 years is better than : 26.55 vs. VRTIX (25.00).
| 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 | 15 years | - |
| Gain YTD | 16.621 | 15.880 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 17.5B | 8% |
| Annual Yield % from dividends | 0.89 | 1.07 | 83% |
| Returns for 1 year | 29.59 | 33.37 | 89% |
| Returns for 3 years | 57.08 | 55.55 | 103% |
| Returns for 5 years | 26.55 | 25.00 | 106% |
| Returns for 10 years | 143.09 | 156.89 | 91% |
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