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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. BSMIX (1.38B). BSMIX (1.09) and VRTIX (1.07) 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 : 41.81 vs. BSMIX (36.56). BSMIX return over 5 years is better than : 34.73 vs. VRTIX (31.53).
| 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 | 20.927 | 20.296 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 17.5B | 8% |
| Annual Yield % from dividends | 1.09 | 1.07 | 102% |
| Returns for 1 year | 36.56 | 41.81 | 87% |
| Returns for 3 years | 66.15 | 65.63 | 101% |
| Returns for 5 years | 34.73 | 31.53 | 110% |
| Returns for 10 years | 165.46 | 175.69 | 94% |
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