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BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
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BSMIX vs VRTIX Comparison Chart in %
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BSMIX vs. VRTIX commentary
Sep 06, 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 BSMIX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. BSMIX (1.39B). BSMIX (1.12) and VRTIX (1.10) have matching dividends . BSMIX was incepted earlier than VRTIX: BSMIX (11 years) vs VRTIX (16 years). BSMIX (0.12) is less costly to investors than VRTIX (0.05). BSMIX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). BSMIX has a lower initial minimum investment than VRTIX: BSMIX (2000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 25.48 vs. BSMIX (23.41). BSMIX (32.37) and VRTIX (32.27) have equivalent 5 years return.
| BSMIX | VRTIX | BSMIX / VRTIX | |
| Total Expense Ratio | 0.12 | 0.05 | 240% |
| Annual Report Gross Expense Ratio | 0.12 | 0.05 | 240% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 21.308 | 20.438 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 17.9B | 8% |
| Annual Yield % from dividends | 1.12 | 1.10 | 101% |
| Returns for 1 year | 23.41 | 25.48 | 92% |
| Returns for 3 years | 60.50 | 60.15 | 101% |
| Returns for 5 years | 32.37 | 32.27 | 100% |
| Returns for 10 years | 143.01 | 147.62 | 97% |
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